1. Start with the matters your Richmond Heights firm actually accepts
Bosseo describes Video Intake as a guided survey organized around case type, with flows built around a firm’s practice areas. That makes the first implementation decision substantive: define which matters belong in each path before deciding what the visitor sees. A Richmond Heights practice serving people in the city and elsewhere in St. Louis County may need to distinguish legal issue, location, timing and basic fit. The Census record establishes Richmond Heights’s municipal and county relationship; it does not establish which legal services residents seek. Your practice mix and intake history must supply that judgment.
Recommended approach
Bring your current acceptance rules to a consultation. Separate questions that identify a practice area from questions that determine whether the firm should review the matter. Keep the path short enough to complete while collecting the facts your team genuinely uses.
