1. Start with the matters you actually want
Bosseo says its guided survey can be organized by case type and weighted toward the work a firm wants to grow. That makes practice-area definition the first decision, not population size. Mount Sterling’s recorded relationship to Montgomery County gives you a precise service-area boundary to discuss, but it does not establish which legal matters visitors will submit. List the matters your firm accepts in Mount Sterling, the county, or another clearly defined service area. Then separate matters that require immediate human review from inquiries that can wait. The product page describes qualification around case type, urgency and fit; your consultation should test whether those categories match your firm’s own screening standards.
Recommended approach
Bring a current list of accepted and declined matter types. Ask Bosseo to show how separate question paths could be reviewed for each relevant practice area, without assuming that every visitor is a suitable client.
