1. Start with the matters your Wheeling firm actually accepts
Bosseo describes Video Intake as a guided survey built around practice areas and case types. The public product text says the flow can capture information such as case type, urgency and fit, with questions adapted to the visitor’s answers. That makes matter selection the first implementation decision. A firm serving Wheeling and nearby communities may receive inquiries connected with more than one county relationship, but the Census geography does not tell you which matters are viable or which visitors are qualified.
Recommended approach
List the practice areas you want the intake to address, the matters you do not handle and the facts that determine an initial fit review. Ask Bosseo to show how those rules would translate into separate question paths. Keep the scope tied to your actual service area and acceptance criteria rather than treating Wheeling’s population as a forecast.
