Start with the matters your Schererville firm actually accepts
Video Intake is built around guided survey paths for different case types. Bosseo’s public product description says the flow can capture case type, urgency and fit, and that qualification can be weighted toward the work a firm wants to grow. For a firm serving Schererville in Lake County, that means the first decision should be geographic and substantive: which inquiries are within your service area, which practice areas are open, and which facts determine whether a visitor should continue? The county relationship alone does not show that a visitor needs legal help or that a particular practice area has demand.
Recommended approach
Bring your current acceptance rules to the consultation. Separate rules that can be asked directly from rules that require attorney review. Ask Bosseo to show how each proposed path would handle an accepted matter, an unclear matter and an out-of-scope matter without presenting an unsupported conclusion as legal advice.
