1. Design the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey with a question path for each case type. Its public page gives examples of information that may matter in an accident intake, including accident date, injuries, treatment, insurance and fault. Those examples should not automatically become your firm’s questions. Your Centerport service area is in Suffolk County, but geography alone does not establish which matters visitors will submit or which questions are legally appropriate. Start with the practice areas you intentionally serve, then decide what an online visitor must explain before your team reviews the inquiry.
Recommended approach
Bring a current list of accepted and declined matter types to the consultation. Ask Bosseo how each path would distinguish fit, urgency and basic completeness without requesting information your firm does not want submitted through a website. Keep the path focused enough for a visitor to finish and specific enough for your team to act on the result.
