1. Design the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, so a personal-injury inquiry need not follow the same route as an estate-planning inquiry. The public product description says the flow can qualify by case type, urgency and fit, and can be weighted toward the work a firm wants to grow. For a firm serving Norwalk across Polk and Warren counties, the useful question is how location affects eligibility, conflicts, venue or service boundaries—not whether the city’s population proves a particular legal need.
Recommended approach
List the matter types you want to evaluate through the website. For each, identify the facts that determine whether a visitor should receive a consultation, a follow-up request or a clear next step. Keep the geographic rule explicit: Norwalk, Polk County and Warren County are not interchangeable labels, and the flow should use only the service areas your firm actually accepts.
