1. Make the first question fit the firm’s service area
A visitor may be in Marshall, elsewhere in Lyon County or outside the area you serve. Those are different geographic situations, and a city population estimate cannot tell you which inquiries are appropriate for your practice. Bosseo describes Video Intake as a guided survey built around a firm’s practice areas and case types. That makes the first review a geographic one: decide which locations, matter types and service boundaries should be reflected in the experience before deciding what information the visitor must provide.
Recommended approach
Bring a written service boundary to the consultation. Identify whether the firm wants to evaluate Marshall matters, Lyon County matters, Minnesota matters, or another defined combination. Review how location should affect qualification and routing. Do not use the Marshall population figure as a forecast of demand or as a reason to assume that a particular practice area needs more capacity.
