1. Design the path around the matters your firm actually reviews
Bosseo describes CLIONT as a guided video survey that qualifies inquiries by case type, urgency and fit. It also says each practice area can have its own question path and that the flow can be weighted toward the work a firm wants to grow. That makes the first decision substantive: which matters should receive a complete path, which should receive a different response, and which should be reviewed by a person before any next step. Marshfield is a town in Plymouth County, Massachusetts. If your service area includes Marshfield and other parts of Plymouth County, define that geography explicitly rather than treating every Massachusetts visitor as the same prospect.
Recommended approach
Bring a current practice-area list to the consultation. For each area, identify the minimum facts needed for an initial review, the facts that require attorney judgment, and the matters your firm does not handle. Keep any geographic question tied to your actual service policy; do not use Marshfield’s population as a proxy for legal need or intake volume.
