1. Match the intake path to the work you actually accept
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, and the flow is intended to gather details such as case type, timing and fit. That matters more than adding a generic questionnaire to a Rochester website. A personal-injury inquiry and an estate-planning inquiry do not establish fit in the same way. Your firm should identify which facts are necessary for an initial review and which questions would create unnecessary friction. The Census geography does not tell you which practice areas Rochester visitors need, so use your own intake history and consultation experience rather than population as a proxy.
Recommended approach
Start with the practice areas your firm is prepared to review. For each one, separate essential screening questions from information that can wait until a consultation. Ask Bosseo to show how the proposed paths reflect your actual acceptance criteria, not a generic legal intake.
