1. Start with the firm’s actual intake decisions
Video Intake is not a substitute for deciding which matters your firm accepts. The public Bosseo description says the survey is built around practice areas and can qualify an inquiry by case type, urgency and fit. For a Great Barrington firm, the first review should therefore be the firm’s service boundary: which matters are handled in Berkshire County, which are outside scope, and which require immediate human review. The town’s county relationship matters here because geographic fit may be part of the intake conversation, but the population estimate does not tell you how many visitors will arrive or what they will need.
Recommended approach
Write the acceptance and escalation rules before reviewing question wording. Separate information that determines whether the firm may contact someone from information that helps prioritize a response. Keep legal advice, conclusions about representation and promises about outcomes outside an automated intake unless the firm has approved a compliant process for them.
