1. Start with the decision your Marion firm needs to make
Video Intake is designed to help website visitors explain what they need through a guided survey. Bosseo’s public product description says the flow can qualify inquiries by case type, urgency and fit, with questions built around a firm’s practice areas. That makes the first implementation decision practical: identify which answers determine whether an inquiry should reach your calendar, receive follow-up or be screened out. Marion’s relationship to Linn County can also matter when your firm distinguishes service area, venue or location during intake.
Recommended approach
Bring your current practice-area intake questions to the review. Decide which questions are essential before a consultation, which require attorney judgment and which should never be treated as an automatic eligibility decision.
