1. Shape the intake around the matters you accept
Bosseo describes Video Intake as a guided survey organized by case type, with qualification focused on fit, urgency, and matter value. Bosseo also says each practice area can have its own question path and that the survey may be weighted toward the work a firm wants to grow. For a firm serving Northborough within Worcester County, that means the first review should define the geographic and practice-area boundaries of the service rather than treat every website visitor as interchangeable. It only establishes the place and its recorded relationship to Worcester County.
Recommended approach
List the practice areas the firm is prepared to evaluate for Northborough visitors, then identify the minimum facts needed before a consultation. Keep questions tied to a real intake decision: matter type, timing, basic fit, and the next appropriate response. During the consultation, ask how a Northborough inquiry should be distinguished from an inquiry elsewhere in Worcester County if geography changes eligibility or ownership.
