1. Start with the matters you want to evaluate
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. The public product page says each practice area can have its own question path and that inquiries can be qualified by case type, urgency and fit. For a New Gloucester practice, the first decision is therefore not the number of local residents. It is which matters the firm is prepared to review from people in New Gloucester and elsewhere in Cumberland County, if that broader service area applies to the firm. Keep those geographic boundaries explicit. A town, a county and a firm’s service territory are not interchangeable.
Recommended approach
List the practice areas the firm actually accepts, the matters it does not accept, and any geographic limits that affect eligibility. Then review whether each proposed path asks only questions the firm will use. Do not create a New Gloucester-specific path merely because the town has a defined population; create one only if the firm has a genuine local intake decision to make.
