1. Start with the matters your Marion firm actually evaluates
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the public product page says the flow can be weighted toward the work a firm wants to grow. That makes the first decision a legal one: which matters should receive a fuller review, which require immediate human attention, and which should not reach a consultation calendar? Marion’s recorded relationship to Grant County gives you a clear geographic boundary to discuss, but it does not establish that every visitor is in Grant County or that every visitor is a prospective client.
Recommended approach
List the matter categories you accept, decline or refer. Then define the minimum facts needed to decide what happens next. Keep the flow limited to information that supports intake triage; do not treat population data as a substitute for actual inquiry patterns. During a consultation, ask how a Marion-serving firm can distinguish local service questions from matters outside its geographic or practice-area scope.
