1. Design the intake around the matters you actually review
CLIONT, Bosseo’s video intake software, uses a guided survey built around a firm’s practice areas. The public product description says each case type can have its own question path and that the intake captures details such as case type, urgency and fit. For a firm serving Tabernacle and Burlington County, begin by deciding which geographic and matter boundaries belong in the first screen. Do not treat the township’s population estimate as evidence that a particular legal need exists. Instead, compare the questions with your current intake records and the matters your firm is equipped to evaluate.
Recommended approach
List the practice areas you want the website to address, then define the minimum information needed before a consultation request can be considered. Ask Bosseo to show how those rules would appear in the visitor flow and what happens when an answer falls outside your scope.
