1. Start with the matters your firm actually reviews
The first useful question is not “What should the form ask?” It is “Which inquiries should reach a consultation, and which need a different response?” Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. It also describes separate question paths for practice areas and weighting toward the work a firm wants to grow. For a Spring Hill firm, the geographic boundary should be explicit: decide whether the intake is for matters in Spring Hill, matters elsewhere in Johnson County or Miami County, or a broader Kansas service area. Do not treat the city’s population as evidence of legal demand or a forecast of completed intakes.
Recommended approach
Map each practice area to an acceptance rule, a review rule and a decline or referral rule. Ask Bosseo how those rules would be represented in the proposed Video Intake scope, and identify which answers require attorney review rather than automatic routing.
