1. Build the intake around the matters your firm accepts
Bosseo describes Video Intake as a guided survey that can use a separate question path for each case type. It is intended to capture information such as case type, urgency and fit before the inquiry reaches your team. That makes the first decision a legal one: which matters should the website invite, which should it screen out and which require human review? Holliston is a town in Middlesex County, Massachusetts. If your firm serves Holliston alongside other communities, define those geographic boundaries explicitly rather than treating the town’s population as evidence of a particular practice-area need.
Recommended approach
List the practice areas you want the intake to address, the geographic facts that determine eligibility and the circumstances that require a person to intervene. Review each proposed question with the attorney responsible for that matter type. Do not rely on population alone to set priorities.
