1. Build the intake around the work your firm actually reviews
Bosseo says Video Intake uses a guided survey built around a firm’s practice areas and case types. Its public product description says the flow can capture information such as case type, urgency and fit, and that qualification can be weighted toward the work a firm wants to grow. For a Hudsonville firm, the relevant geographic boundary should be explicit: Hudsonville city is in Ottawa County, Michigan. If your firm serves clients beyond the city, define those service areas separately rather than treating the city’s population as a measure of prospective matters.
Recommended approach
Before approving a flow, list the practice areas you want the visitor to select, the matters that require human review, and the matters that should not proceed through the same path. Ask Bosseo to show how those distinctions appear in the visitor experience and the completed inquiry. Keep the wording understandable to someone who may not know the legal name for their problem.
