1. Start with the matters your firm is prepared to review
Bosseo describes Video Intake as a guided survey that can qualify an inquiry by case type, urgency, and fit. Its public page also describes separate question paths for different practice areas and weighting toward the work a firm wants to grow. For a District Heights firm, the relevant geographic fact is the city’s relationship to Prince George’s County—not a reason to assume one kind of legal need. Your first decision should be which matters the firm accepts from District Heights and elsewhere in its service area, and which details determine whether an inquiry belongs with the firm.
Recommended approach
List each practice area you want the intake to cover. For every area, identify the minimum facts needed for an initial review, matters that should be declined or redirected, and questions that require attorney judgment rather than automated screening. Keep the geographic rule explicit: decide whether District Heights and the rest of Prince George’s County are handled by the same path or by different routing rules.
