1. Match the intake path to the work you accept
Bosseo says Video Intake can use a separate question path for each practice area and can qualify inquiries by case type, urgency and fit. That makes the first implementation decision a legal one: which matters should the Nutley-facing experience invite, and which should it redirect or screen out? A general “tell us about your case” box gives visitors little structure and gives your team little information to work with. A guided path can instead ask questions that reflect your own acceptance rules. For a firm serving Nutley in Essex County, keep the geographic wording precise. Decide whether you serve Nutley only, the wider county, or additional New Jersey locations, and state that scope in the relevant path rather than implying that every visitor is eligible.
Recommended approach
List the practice areas you want to evaluate, the minimum facts needed for an initial review, and the conditions that require human judgment. Review each question for clarity, relevance and legal-ethics requirements before publishing it.
