1. Build the intake around the matters your firm actually reviews
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. The public product description also says each practice area can have its own question path and that the survey can be weighted toward the work a firm wants to grow. That makes the first implementation question highly specific: which Agawam Town inquiries should follow which path?
Recommended approach
List the practice areas you want the intake to distinguish, then identify the facts that determine whether each inquiry deserves review. Ask Bosseo how those rules would be represented, revised and approved.
