1. Build the intake around the matters you actually accept
Bosseo describes Video Intake as a guided survey that can use a question path for each practice area. The public product page says the flow can qualify by case type, urgency and fit, and can be weighted toward the work a firm wants to grow. That is more specific than asking every Medfield website visitor to write “tell us about your case.” Your firm still needs to define its own acceptance rules. A Medfield practice may serve people in the town while also handling matters elsewhere in Norfolk County or Massachusetts; the widget should not imply a geographic boundary the firm does not use.
Recommended approach
List the practice areas and matter types that should receive different questions. Separate basic eligibility from attorney review, and decide which answers require escalation rather than automatic screening. Treat Medfield and Norfolk County as service-area choices to confirm with the firm, not as evidence that a particular legal need exists.
