1. Match the intake path to the matter
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. The public product description says each case type can have its own question path, with answers captured before the inquiry reaches the team. That matters when your Mankato practice accepts some matters but not others, or when the first useful question differs by legal service. A visitor connected with Blue Earth County may need a different route from someone whose matter involves Le Sueur or Nicollet County, but county relationships alone do not establish that the firm should accept or reject either inquiry. Your practice rules must decide that.
Recommended approach
List the practice areas you want the intake to address, the matters outside scope and the first facts an intake owner needs. Review whether location is a qualification question, a routing question or neither. Do not treat Mankato’s population as a forecast of how many visitors will use the flow.
