1. Build the intake around the matters your firm actually accepts
Video Intake is presented as a guided survey that qualifies visitors by case type, urgency and fit. Bosseo’s public product description says each practice area can have its own question path and that the flow can be weighted toward the work a firm wants to grow. That matters for a firm serving Shenandoah and the surrounding East Baton Rouge Parish relationship: the local population record does not identify legal needs or tell you which practice area deserves priority. Your firm must supply that judgment. Start with the matters you accept, decline or refer. Then decide which facts are necessary before a staff member spends time on the inquiry. Do not treat the population estimate as a forecast of submissions.
Recommended approach
Bring a current list of practice areas, acceptance rules and referral boundaries to the review. Ask Bosseo to show how those rules would be represented in separate question paths, without assuming that every practice area should use the same flow.
