1. Start with the matter types you actually want to review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, and Bosseo says the survey can capture case type, urgency and fit. That makes the firm’s first decision substantive: which inquiries should receive a fuller review, which need a different response, and which are outside scope? Clayton’s recorded relationship to Genesee County gives the firm a precise geographic boundary for its service discussion.
Recommended approach
Bring a current list of practice areas and the intake questions your team already uses. Review whether the experience should distinguish Clayton matters from other Genesee County inquiries, and decide which geographic details are appropriate to request.
