1. Shape the intake around the work your Chatham firm actually accepts
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the public product page says the flow can be weighted toward the work a firm wants to grow. That makes the first decision editorial and operational: identify the matters your firm accepts, the matters it declines and the information that separates the two. Chatham’s relationship to Barnstable County can help you define the geographic language a visitor sees, but it does not establish which legal services are in demand. Do not use the town’s population estimate as a proxy for inquiries or matter value.
Recommended approach
Bring a written list of accepted and declined matter categories to the consultation. Ask Bosseo to show how those categories would become separate paths, qualification questions and routing rules. Keep geographic eligibility, practice-area fit and urgency as distinct decisions rather than treating a Chatham visitor as automatically qualified.
