1. Start with the matters your firm actually evaluates
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Visitors answer questions one at a time, with the path built around case type, urgency and fit. The public product description also says each practice area can have its own question path and that the survey can be weighted toward the work a firm wants to grow. For an East Rochester firm, the local fact is geographic scope: East Rochester is in Monroe County. That makes it important to decide whether location is an eligibility question, a routing question or simply information for the team to review. Population alone cannot answer that decision.
Recommended approach
List the practice areas you want the intake to evaluate, then identify the facts that determine whether a visitor should proceed, receive a follow-up request, or be reviewed by a person. Keep those rules specific to your firm rather than treating every Monroe County inquiry alike.
