1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, and the public product description says the flow captures information such as case type, urgency and fit. That matters more than adding more fields to a general contact form. A Lake Charles firm serving clients in Calcasieu Parish should first identify which matters it accepts, which it declines and which require a human review before any appointment or follow-up. The local population estimate does not tell you which practice areas have demand, so those decisions belong to your firm’s experience and records.
Recommended approach
Create a written acceptance map before reviewing questions. Separate initial fit, information needed for attorney review and issues that must never be treated as an automated decision. Ask Bosseo to show how each proposed path reflects those distinctions.
