1. Start with the matters your Webster Groves firm actually accepts
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public page says each practice area can have its own question path and that qualification can be weighted toward the work the firm wants to grow. That makes the first evaluation question specific: which inquiries should proceed, which need review and which should stop before a calendar invitation? A Webster Groves firm may serve people in the city, elsewhere in St. Louis County or beyond. The city’s county relationship does not define your service territory, so the intake should not imply a geographic boundary that your firm does not use.
Recommended approach
Bring your current matter-acceptance rules to the review. Decide which facts are necessary for an initial response, which require attorney review and which should never be treated as an automated legal conclusion. Confirm how the flow should describe service-area limits, conflicts procedures and the difference between submitting information and establishing an attorney-client relationship.
