1. Start with the matters your York firm actually accepts
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency, and fit. Bosseo also says each practice area can have its own question path and that the flow can be weighted toward the work a firm wants to grow. That makes the first decision internal: define which matters your firm accepts, declines, refers, or reviews individually. The York location matters because your service area may extend beyond York into York County, while the product decision concerns the geographic and legal boundaries you want reflected in the intake questions.
Recommended approach
Bring your current practice-area list, acceptance criteria, referral rules, and geographic limits to the consultation. Ask how those rules would appear in separate intake paths and how a visitor would be directed when the matter is outside scope.
