1. Start with the matters you actually accept
Bosseo describes Video Intake as a branching survey organized around practice areas and case types. Its public page says the flow can capture information such as case type, timing, fit and other matter details, with qualification weighted toward work the firm wants to grow. For a Temperance firm, begin with the geographic boundary you actually serve: Temperance is in Monroe County, Michigan, but the census relationship does not establish that every Monroe County resident is in your intake territory. Define whether the flow is for Temperance only, Monroe County, or a broader service area before questions are written.
Recommended approach
Bring a current list of accepted and declined matter types to the consultation. Ask how each path would distinguish an acceptable inquiry from one requiring review, referral or a polite decline. Keep the local boundary explicit rather than treating the Temperance population estimate as evidence of legal demand.
