1. Match the intake path to the work your Martinsville firm accepts
Bosseo describes Video Intake as a guided survey that lives on your website. Visitors answer one question at a time, and each practice area can have its own question path. The public product description says the flow can qualify inquiries by case type, urgency and fit, with weighting toward the work a firm wants to grow. That makes practice-area definition the first decision for a Martinsville firm. Do not begin with population or assume that every visitor represents the same kind of matter. Instead, list the categories your firm actually reviews in Martinsville, Morgan County and any other geographic areas it serves. For each category, identify the facts that determine whether the inquiry belongs with your firm, needs a human review or should be declined. A useful consultation should examine whether one website flow can route different case types appropriately, or whether separate paths are needed. Bosseo’s public page states that each practice area can receive its own qualification path. The consultation should establish what those paths would ask and how your firm would review the answers.
Recommended approach
Bring a current list of accepted, declined and uncertain matter types to the review. Ask Bosseo to map the proposed question paths to those categories without treating Martinsville’s population as a forecast of demand.
