1. Start with the matters your Pineville firm actually wants to review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Bosseo says each practice area can have its own flow and that qualification can be weighted toward selected work. That makes the first decision substantive: identify the matter categories your firm accepts, declines or refers. Use the consultation to define whether the experience should address Pineville inquiries only, broader Rapides Parish inquiries or another service area your firm deliberately serves.
Recommended approach
Prepare a short practice-area map. For each category, record the minimum information needed to decide whether a consultation is appropriate, the circumstances that require attorney review and the matters that should be declined or referred. Ask Bosseo how those rules would appear in the video flow and how a completed inquiry would be labeled.
