1. Build the intake around the work your firm actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can follow its own question path, with qualification weighted toward the work the firm wants to grow. That makes the first decision substantive: identify the matters your Newport practice is prepared to evaluate rather than creating one generic questionnaire for every visitor. Newport is a municipal town in Sullivan County, so geographic eligibility should be stated by your firm’s actual service area—not inferred from the town’s population or treated as statewide coverage by default.
Recommended approach
List the practice areas, matter types and geographic boundaries you want the intake to address. During the review, ask Bosseo how those choices would be represented in the flow and what information is necessary before a team member evaluates an inquiry.
