1. Start with the matter types your firm actually accepts
Video Intake is designed around a visitor’s case type rather than a single generic “tell us about your case” box. Bosseo’s public product description says each practice area can have its own question path, with qualification organized around case type, urgency, and fit. For a firm serving Kendall Park, the useful decision is not whether the local population is large enough to justify a particular flow. The decision is which matters your firm accepts from this geographic service area and which facts determine whether an inquiry belongs with you. Separate accepted matters from matters that require a referral, a conflict review, or a prompt decline.
Recommended approach
Bring a written list of practice areas, accepted matter types, exclusions, geographic limits, and the person responsible for reviewing each completed intake. Ask Bosseo to show how those distinctions would appear in the visitor path before approving the experience.
