1. Build the intake around the matters you actually review
Bosseo describes CLIONT as a guided survey organized around practice areas and case types. Its public product text says the flow can capture information such as case type, urgency and fit, and that each practice area can have its own question path. That makes the first buying decision substantive: identify which answers determine whether your firm should review an inquiry, decline it, refer it or request more information. Eastampton is a municipal-town in Burlington County, New Jersey. That geographic fact can help you define the service area and location questions your firm uses, but it does not establish which practice areas are in demand or how many inquiries you should expect.
Recommended approach
Start with the practice areas your firm is prepared to evaluate for people in Eastampton and elsewhere in its stated service area. Decide which facts are required before a consultation, which can wait, and which should never be requested through a public intake experience. Ask Bosseo to show how those decisions would appear in separate case-type paths rather than accepting a generic questionnaire.
