1. Shape the intake around the matters you actually review
A generic form asks every visitor for the same paragraph. Bosseo says Video Intake can use a guided survey with a question path for each practice area and can qualify by case type, urgency and fit. That makes the first design decision operational: which matter categories should receive a path, and which answers help your firm decide whether to continue the conversation. The Kingston geography should be treated precisely. Kingston is a municipal town in Rockingham County, not a substitute for every New Hampshire inquiry. If your firm serves people outside Kingston, define that service boundary rather than treating the town’s population as evidence of statewide demand.
Recommended approach
Bring your current practice areas, acceptance criteria and service-area rules to the review. Decide which questions are necessary before a consultation, which answers require attorney review, and which inquiries should be declined or redirected. Keep the questions tied to legal intake rather than adding personal or case details that your team will not use.
