1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey that qualifies visitors by case type, urgency and fit. Each practice area can have its own question path, and the public product page says the flow can be weighted toward the work a firm wants to grow. For a Pleasant Hill firm, location should be treated as a qualification question rather than a demand claim. A visitor may identify Pleasant Hill, Cass County, Jackson County or another relevant location, but the firm must decide which geographic relationships matter to its representation rules. Do not treat the city’s population estimate as evidence that one practice area deserves more weight.
Recommended approach
List the practice areas you accept, decline or refer. For each, identify the minimum information needed for an initial review and the geographic facts that affect ownership. Ask Bosseo to show how those decisions would translate into separate paths, without assuming that every visitor is a suitable client.
