1. Start with the matters your New Albany firm actually reviews
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the flow can be weighted toward the work a firm wants to grow. That makes the first decision substantive: identify which matters belong in the intake path and which should be redirected, declined or handled another way. A New Albany office serving people in Union County should also define whether location is a qualification question, a routing question or simply information for the first conversation. The Census record establishes the city and county relationship; it does not establish how many prospective clients need counsel or which legal categories are common.
Recommended approach
Bring your active practice areas, geographic limits, matter exclusions and preferred consultation criteria to the review. Ask Bosseo to show how those rules would appear in separate paths rather than accepting a generic questionnaire.
