1. Start with the matters you actually review
Bosseo describes Video Intake as a case-type qualification path. The public page says flows can be built around practice areas and can ask about case type, timing, fit, and urgency. For a Nantucket practice, begin with the matters the firm is willing to evaluate in its actual service area. Do not treat Nantucket’s population estimate as proof that a particular practice area needs more intake capacity. Instead, compare the firm’s existing inquiries with its acceptance rules. Which facts determine whether an inquiry deserves attorney review? Which matters should be declined, redirected, or sent for a later response?
Recommended approach
Bring a written matter-acceptance outline to the consultation. Ask Bosseo to show how each practice area would receive its own question path, how a visitor’s answers would be presented to the firm, and which decisions remain with the firm. Keep legal judgment, conflicts review, and engagement decisions with the firm.
