1. Start with the matters your Mission firm actually accepts
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, with qualification weighted toward the work the firm wants to grow. That makes the first decision substantive: identify which inquiries should move forward and which should be declined, redirected or reviewed.
Recommended approach
Bring a current list of accepted, declined and uncertain matter categories to the consultation. Ask how those categories would shape the survey, what information is collected for each path, and how the firm can review borderline answers before taking action.
