Start with the matters your firm actually wants to review
Video Intake can be organized around practice areas and case types rather than one undifferentiated inquiry box. Bosseo describes a guided survey that captures information such as case type, urgency and fit, with weighting toward the work a firm wants to grow. For a Tucumcari firm, that makes the local decision specific: identify which matters you accept from Tucumcari, which you evaluate across Quay County, and which geographic or factual conditions require attorney review. Do not use the city’s population estimate to predict how many people will qualify. Use your own matter history and intake experience to define the questions.
Recommended approach
Bring a current list of accepted, declined and referred matter categories to the consultation. Decide which answers should create an immediate review, which should request more information, and which should lead to a respectful decline or referral path.
