1. Build the intake around the matters you actually review
Video Intake is designed around practice-area question paths rather than a single open text box. Bosseo’s public product description says the guided survey captures case type, urgency and fit, with weighting toward the work a firm wants to grow. For a firm serving Bliss Corner in Bristol County, begin by listing the matters the firm accepts in that geographic service area. Do not treat the 5,405-person ACS estimate as proof of case demand, search volume or staffing requirements. It is a boundary-setting fact, not a forecast.
Recommended approach
Review each practice area separately. Decide which answers establish basic fit, which indicate urgency, and which require attorney review. Keep the path focused on intake decisions rather than asking visitors to provide a complete legal history. Ask Bosseo to show how the proposed paths would distinguish accepted, uncertain and unsuitable inquiries.
