1. Start with the matters you actually want to 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, and the experience can be weighted toward higher-value work while screening low-fit or price-focused inquiries. That makes the first decision specific: which Kansas City and Wyandotte County matters should receive a detailed path, and which should be redirected or screened out? Population alone cannot answer that. Your existing matter mix and intake policy should.
Recommended approach
List the practice areas you accept, decline and refer. For each accepted area, identify the minimum facts needed for an initial review, the facts that require attorney escalation and the situations that should not reach the calendar. Keep the first version narrow enough for your team to assess consistently.
