1. Start with the matters your Clay firm actually evaluates
The Bosseo Video Intake page describes a guided survey built around a firm’s practice areas. It says each practice area can have its own question path and that the survey can be weighted toward the high-value work a firm wants to grow. That makes the first implementation decision substantive: identify which inquiries deserve a complete intake and which should be redirected, declined or reviewed by a person. Clay is a township in St. Clair County, Michigan. If your firm serves Clay as part of a broader county or Michigan practice, the intake should reflect the geographic limits you actually use rather than treating the township as an isolated market. The population estimate does not establish how many people need counsel or which case types are present.
Recommended approach
Bring your practice-area list, geographic eligibility rules and existing intake questions to the consultation. Ask Bosseo to show how those rules would translate into separate paths, qualification questions and escalation points. Keep any example weighting illustrative until your firm approves the criteria.
