1. Start with the matters your Belen firm actually accepts
Bosseo says Video Intake can use a separate question path for each practice area and can weight qualification toward the work a firm wants to grow. That makes your acceptance rules the first design decision. A firm serving Belen may also serve clients elsewhere in Valencia County, but the product should not silently treat the city, the county and the firm’s full service area as interchangeable. Decide which locations, matter types and circumstances belong in each path. Do not use the Belen population estimate as a proxy for legal need or expected inquiries.
Recommended approach
Bring a written list of accepted and declined matter types to the consultation. For each one, identify the minimum facts needed to decide whether a visitor should continue, receive a follow-up task or be directed to another resource. Ask Bosseo to show how those rules would appear in the proposed video flow.
