1. Start with the people you actually want to screen
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Visitors answer one question at a time, and each practice area can have its own question path. For a Hastings firm, that makes the service-geography decision important: define whether an inquiry is for Hastings, elsewhere in Adams County, or outside the areas your firm serves. Instead, decide which location answers should affect qualification or routing. A visitor’s matter type and location may lead to different next steps, but those rules belong to your firm.
Recommended approach
Bring your practice-area list and service-area boundaries to a review. Ask Bosseo to show how a visitor’s answers could be organized by case type and location, and decide which responses should invite scheduling, request follow-up, or require review before contact.
