1. Build the intake around the work your Wildwood firm actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Bosseo says each practice area can have its own question path and that inquiries can be qualified by case type, urgency and fit. That makes the first decision a legal one: define which matters deserve a detailed review and which should receive a different response. Instead, map the service areas you actually handle, the geographic boundaries you accept and the information needed before a consultation.
Recommended approach
Prepare a practice-area map for Wildwood and Cape May County. For each area, identify an appropriate first question, essential facts, disqualifying information and the person responsible for review. Keep the path understandable to someone who is unsure whether the firm handles the matter.
