1. Start with the matters your firm actually accepts
Bosseo describes Video Intake as a guided survey built around practice areas and case types. Each visitor can move through a question path designed for the matter they identify, rather than submitting the same name, phone number and open text box for every inquiry. For a firm serving Ira and St. Clair County, that distinction matters because geographic coverage and legal fit are separate decisions. A visitor’s location may be relevant, but it does not by itself establish that the firm should accept the matter. The intake should ask only the location and case questions your attorneys need to assess fit.
Recommended approach
List the practice areas you want the intake to address, the locations you serve, the matters you do not accept and the facts that require attorney review. Use that list to decide whether separate paths are needed. Do not create a local path merely because Ira is the named community; define the path around your actual service boundaries and practice decisions.
