1. Match the intake path to the work you accept
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, and the public product description says the flow can qualify an inquiry by case type, urgency and fit. That makes the firm’s own acceptance rules the starting point. A La Plata firm should distinguish the matters it accepts in La Plata and elsewhere in Charles County from matters it does not want routed to its calendar. The town’s population estimate is not a reason to create a particular practice-area flow; it is simply context for the municipality and county relationship.
Recommended approach
Before a consultation, list the case types you want reviewed, the information needed for an initial screen and the conditions that require human review. Ask Bosseo how those rules would be represented in the proposed flow. Do not treat a completed survey as a legal determination or an engagement decision.
