1. Design the intake around the work you actually accept
Bosseo describes Video Intake as a website-based guided survey with a question path for each practice area. That makes practice-area selection the first decision for your firm. A Vadnais Heights firm serving clients in Ramsey County may have several kinds of inquiries, but the city name alone does not tell you which matters are suitable for the service. Start with your current intake policy: accepted matter types, matters outside scope, conflicts that require review and questions that determine whether a visitor should speak with someone. Keep the geographic rule precise. If your firm serves Vadnais Heights and other locations, distinguish the city from Ramsey County and from any broader service area rather than placing every visitor into one local bucket.
Recommended approach
Bring your accepted and declined matter categories to the review. Ask Bosseo to map each category to a proposed question path, then approve the wording and routing rules before using the experience publicly.
