1. Match the intake path to the matters you accept
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public page says each case type can have its own question path and that qualification can be weighted toward the work a firm wants to grow. That capability matters more than Pendleton’s population figure: a population estimate cannot establish which legal services local visitors need or which matters your firm should accept. Start with your own acceptance rules. Identify the information that separates a potentially suitable personal-injury inquiry from an unsuitable one, or an estate-planning question from a matter outside your scope. Keep the path understandable to a visitor who may not know legal terminology.
Recommended approach
Bring your current practice-area and conflict-screening questions to the review. Ask how each answer would change the next question, disposition or handoff, and decide which matters should stop, continue or request human review.
