1. Start with the matters your Troy firm actually accepts
Video Intake is designed around practice-area question paths. Bosseo’s public product description says the survey qualifies inquiries by case type, urgency and fit, and can be weighted toward the high-value work a firm wants to grow. That makes your intake policy the starting point. A firm serving Troy and Madison County should identify which matters it accepts in that geographic scope, which it declines, and which require attorney review before any calendar invitation. The city’s recorded relationship to Madison County can help you state service boundaries accurately; it cannot tell you which practice areas local visitors need or which matters will convert.
Recommended approach
Bring a written list of accepted, excluded and review-required matter types to the consultation. Ask Bosseo to map each practice area to a distinct question path and to explain how the firm’s qualification rules would be represented. Keep the final flow aligned with attorney-approved intake language rather than using Troy’s population as a proxy for case demand.
