1. Build the intake around the matters your Granby firm actually reviews
Bosseo describes Video Intake as a guided survey that can qualify inquiries by case type, urgency and fit. It also describes separate question paths for practice areas and weighting toward the work a firm wants to grow. That makes the first decision substantive: identify the matters the firm serves in Granby and Hampshire County, then distinguish an appropriate inquiry from one that belongs elsewhere or needs more information. The town’s recorded relationship to Hampshire County is useful for defining geographic review rules. It does not prove that a particular practice area has local demand.
Recommended approach
Bring a current list of accepted practice areas, geographic boundaries, conflict-screening requirements and referral situations to the consultation. Ask Bosseo how those rules would be represented in the proposed visitor path, and decide which questions are necessary before a person reaches the firm’s calendar or team.
