1. Match the intake path to the matters you review
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. Bosseo says the flow can be organized by case type and can capture information such as case type, urgency, and fit. That makes the first Lawrenceburg decision a practice-area decision: which inquiries should receive a detailed path, which should be redirected for review, and which should not be presented as a likely fit? Instead, compare the firm’s actual service scope with the questions a visitor must answer before a consultation is considered.
Recommended approach
Bring a current list of practice areas and intake questions to the consultation. Ask Bosseo to show how each path would distinguish a request for information from a matter the firm is prepared to evaluate. Keep legal eligibility, conflicts review, and attorney judgment with the firm; Video Intake should not be described as legal advice or a substitute for those decisions.
