1. Start with the matters your Fallston firm actually reviews
Bosseo describes Video Intake as a guided survey that qualifies an inquiry by case type, urgency and fit. Bosseo also 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. It is which matters your firm will review, which it will decline, and which facts help staff make that distinction.
Recommended approach
List the practice areas you want the intake to recognize. For each, identify the minimum information needed for an initial review, the circumstances that require attorney escalation, and the matters that should receive a different response. Ask Bosseo to show how those distinctions would appear in the proposed visitor path.
