1. Start with the matters your Clinton firm actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. The public product text says each practice area can have its own question path and that the survey can capture case type, urgency, fit, and other matter details. That makes the first implementation question a legal one: which inquiries should proceed to a human review, and which should stop before a calendar request? Clinton’s relationship to Worcester County should be reflected only if county geography is part of your intake rule. Do not treat every visitor associated with Clinton or Worcester County as eligible without confirming your service area and conflict procedures.
Recommended approach
List the practice areas you want to evaluate, the matter types you do not accept, and the geographic facts that affect eligibility. Ask Bosseo to show how those rules would appear in the visitor path. Keep the final path aligned with your firm’s review standards rather than with population size or an assumed level of demand.
