1. Start with the matters your Plymouth practice actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have a question path, and the public product description says the flow can be weighted toward the work a firm wants to grow. That makes your current matter mix the starting point—not Plymouth’s population and not an assumed level of demand. Review which inquiries you accept, decline, refer or send for more information. Then identify the facts that determine fit for each selected matter type. A personal-injury path may need different information from an estate-planning path, but the appropriate questions must come from your firm’s legal and operational judgment.
Recommended approach
Ask Bosseo to show how your chosen practice areas would be represented before deciding whether the product suits your intake. Keep the first review focused on the questions that affect ownership and next action. Do not treat a completed survey as a legal conclusion or a substitute for attorney review.
