1. Build the intake around the work you accept
Video Intake is designed around practice-area question paths rather than one generic “tell us about your case” field. Bosseo’s public product description says visitors move through a guided survey that qualifies inquiries by case type, urgency and fit, with each practice area receiving its own flow. For a Booneville practice, start by separating the matters you accept from the matters you refer, decline or need to review manually. The city’s relationship to Prentiss County may matter to your service area, but it does not tell you which legal questions belong in the flow. Define that boundary from your firm’s own intake policy.
Recommended approach
Bring a current list of accepted matter types, referral categories, geographic limits and disqualifying facts to the consultation. Ask Bosseo to show how each category would produce a distinct question path, and decide which answers should create a consultation request, a review task or a non-calendar follow-up.
