1. Start with the matters your South Bend firm actually accepts
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. The public product page says the flow can qualify by case type, urgency and fit, and that each practice area can have its own question path. That makes your intake policy the starting point. South Bend is a city in St. Joseph County; the geographic fact does not tell you which matter types your firm should prioritize. You must supply that judgment. Separate matters you routinely review from matters you decline, refer or send to a different office or attorney. Be precise about the service area you want the website to address rather than treating every Indiana visitor as equivalent.
Recommended approach
Bring a current list of practice areas, acceptance criteria, disqualifiers and referral situations to the consultation. Ask Bosseo to show how those rules would appear in a case-type path, without assuming that every rule can be automated or that a qualification label is a legal decision.
