1. Start with the matters your firm actually accepts
The Bosseo public product description says the guided survey is organized by case type, with separate paths for different practice areas. That matters when your firm serves Cohoes and the wider Albany County relationship recorded for the city: a visitor’s location alone does not establish whether the matter fits your practice. The intake should distinguish accepted work from inquiries that need a different response. Do not treat the city’s population estimate as evidence that any particular legal category is common. Instead, review your existing acceptance rules and identify the facts that determine fit.
Recommended approach
Bring a short list of accepted and declined matter types to the consultation. Ask Bosseo to show how each proposed path would capture the facts your team needs without presenting population, geography or demographic assumptions as qualification criteria.
