1. Start with the matters your East Franklin firm wants to evaluate
The public Bosseo description says Video Intake uses a guided survey built around case type, urgency and fit. It also says each practice area can have its own question path and that the survey can be weighted toward the work a firm wants to grow. That makes practice-area selection the first implementation decision. An East Franklin firm should not create one generic intake for every visitor merely because the firm serves one locality. Decide which matters belong in the initial path, which should be redirected for review and which should not go to the same calendar. East Franklin is a census-designated place in Somerset County; that relationship may matter when your firm defines service territory, but the location alone does not determine eligibility for representation.
Recommended approach
Bring a current list of practice areas, preferred matter types and basic exclusion rules to the consultation. Ask Bosseo to show how those distinctions would appear in the visitor flow and in the completed inquiry.
