1. Build the intake around the matters your Carlstadt firm actually reviews
Bosseo describes Video Intake as a guided survey organized around practice areas and case types. Its public page says the flow can capture case type, urgency and fit, and that different practice areas can have different question paths. That matters more than treating every website visitor alike. A Carlstadt firm serving Bergen County may receive inquiries that differ by legal issue, but the population record cannot tell you which matters will arrive or how many people will use the tool. Your firm must define the matters it wants the intake to recognize and the inquiries it does not want sent to a calendar.
Recommended approach
Start with the practice areas you are prepared to evaluate, then identify the minimum facts needed for an initial review. Decide which answers indicate a possible fit, which require attorney review, and which should receive a clear next step without creating an appointment. Ask Bosseo to show how those decisions would appear in the proposed question paths rather than accepting a generic intake sequence.
