1. Start with the matters your firm actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, and the public product page says the survey can be weighted toward the work the firm wants to grow. That makes the first decision substantive: define which inquiries belong in the Bronxville-facing experience and which should be redirected, declined or reviewed by a different person. The village’s relationship to Westchester County matters here because “Bronxville” may be one service location within a broader county practice. Do not treat the municipality’s population as proof that any particular matter type is common.
Recommended approach
List your accepted matter categories, geographic limits, urgency rules and clear exclusions before discussing wording. Ask Bosseo to show how those decisions would appear in separate paths rather than presenting every visitor with the same generic questionnaire.
