1. Match the intake path to the matters your firm accepts
Bosseo describes Video Intake as a guided survey built around practice areas and case types. Its public page says the flow can capture information such as case type, urgency and fit, and that completed inquiries are delivered with answers attached. For a firm serving Berlin and Worcester County, the important question is not how many people live in the town. The important question is whether your accepted matters can be distinguished clearly enough for a visitor to follow the right path. Review each practice area separately. Identify the facts that determine whether an inquiry belongs with your firm, should be declined, or needs human review. Do not use Berlin’s population estimate to predict how many visitors or cases the intake will produce.
Recommended approach
Bring a current list of accepted and declined matter types to the consultation. Ask Bosseo to show how separate question paths, case-type tagging and qualification rules would reflect those decisions. Treat any proposed weighting as a rule to approve and test—not as a prediction of case value.
