1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Bosseo says each practice area can have its own question path and that the flow can screen by case type, urgency and fit. For a Corinth firm, begin with the matters you accept from Corinth and the rest of Alcorn County, rather than treating the municipality and county as interchangeable. Decide whether the same qualification rules apply throughout that service area.
Recommended approach
Bring your current practice-area list and acceptance rules to the review. Ask Bosseo to show how each path would distinguish an inquiry your firm wants to assess from one that should receive a different response. Keep legal advice, eligibility decisions and final case acceptance with the firm.
