1. Start with the matters your Hudson firm wants to evaluate
Bosseo describes CLIONT as a guided video survey built around a firm’s practice areas. The public product page says each case type can have its own question path and that qualification can consider case type, urgency and fit. That makes the first implementation decision substantive: define what your firm needs to know before a person receives a consultation opportunity. Hudson is a town in Middlesex County, so your intake policy should state whether the firm accepts matters from Hudson only, from other Middlesex County communities, or from a broader Massachusetts service area. Do not use the town’s population estimate as a proxy for the number of prospective clients or matters.
Recommended approach
List the practice areas and geographic boundaries you actually serve. For each, identify the minimum information needed to decide whether the inquiry belongs with your firm, needs attorney review or should receive a different response. Keep legal advice, merits conclusions and promises out of the intake experience unless your firm has approved the wording.
