1. Start with the firm’s actual practice mix
Bosseo describes Video Intake as a guided survey that can use a separate question path for each case type. That matters more than a generic “tell us about your case” field. A Bowling Green firm serving Warren County may want different opening questions for personal injury, family law, estate planning or another practice area, but the correct paths depend on the matters your firm actually reviews. Population data cannot tell you which legal services people seek. Your intake design should come from your practice areas, acceptance rules and consultation priorities.
Recommended approach
Bring your current practice-area list and explain which inquiries should be reviewed, redirected or excluded. Ask Bosseo to show how those distinctions would shape the proposed paths without treating the city’s population as a forecast of demand.
