1. Start with the questions your Moorhead practice actually needs
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. It can be organized by case type and can capture information such as case type, urgency and fit. The public product page also describes separate question paths for different practice areas. That makes the first implementation decision specific: identify the matters your firm accepts in Moorhead and Clay County, then determine what a visitor must explain before your team can review the inquiry. Do not copy a generic questionnaire across every service. A personal-injury path and an estate-planning path may require different screening questions, and your firm—not a population estimate—should determine those distinctions.
Recommended approach
Bring a current list of practice areas, intake questions and acceptance rules to the review. Ask Bosseo to show how each path would reflect your actual services, geographic scope and consultation criteria. Keep questions necessary for an initial review; avoid collecting information your team will not use.
