1. Shape the intake around the work your Shirley firm accepts
Bosseo says Video Intake can use a branching survey built around a firm’s practice areas and can weight qualification toward selected case types. That makes the first decision a legal and operational one: which matters should the visitor be guided to describe, and which matters should be redirected or screened out? Shirley is a municipal town in Middlesex County. If your firm serves Shirley as part of a broader county or Massachusetts service area, the intake should distinguish the location of the matter from the firm’s general service territory. Do not treat every person who selects Shirley as the same type of prospective client.
Recommended approach
List the practice areas you actually want to evaluate, then define the minimum facts needed for an initial review. Consider matter type, location, timing and basic fit. Keep the flow focused on triage rather than legal advice. A consultation can determine whether separate paths are appropriate for different services and whether a Shirley location answer should affect routing.
