1. Build the intake around the work your Dundee firm accepts
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. The survey can be organized by practice area, and the public product description says it captures information such as case type, urgency and fit. That matters more than simply adding another form. A visitor asking about a personal-injury matter may need a different first path from someone asking about estate planning or another service your firm offers. The product page describes separate question paths per case type and weighting toward the work a firm wants to grow. Dundee township is recorded in the 2020–2024 ACS five-year data as a municipal town in Monroe County, Michigan, with an estimated population of 8,527 and a margin of error of 24. That figure defines a geographic context; it does not establish demand, lead volume or legal need. Your intake should therefore reflect the firm’s actual service territory and accepted matters rather than treating the township estimate as a forecast.
Recommended approach
List the matters you accept from Dundee and Monroe County, identify matters you do not accept, and decide which answers should lead to a consultation, a review, a referral or a clear next step. Ask Bosseo to show how those decisions would appear in the proposed flow.
