1. Match the intake path to the work you accept
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, with qualification organized around factors such as case type, urgency and fit. That matters when a Pittsfield firm receives inquiries covering different legal services but does not want every visitor to complete the same generic questionnaire. The city is a municipality in Berkshire County; that relationship can help you define the service area you want to discuss with visitors, but it does not establish which matters people will submit or which practice areas need more capacity.
Recommended approach
List the practice areas you want the intake to recognize, then identify the minimum facts needed for an initial review. Ask Bosseo how those distinctions would appear in the visitor experience and how your team would revise them when your priorities change.
