1. Define what Fairmount visitors should be able to explain
A useful intake starts with the questions your firm actually needs answered. Bosseo describes Video Intake as a guided survey that lives on a law firm website. The flow can be organized around practice areas and case types, rather than asking every visitor to summarize a legal problem in one open text box. For Fairmount coverage, keep the geographic definition precise: Fairmount is a CDP in Onondaga County, New York. Do not treat the local population estimate as evidence that a particular practice area is in demand. Instead, identify which matters your firm accepts from people in Fairmount and which details determine whether an inquiry deserves review.
Recommended approach
Bring a written list of accepted matter types, excluded matter types and the first facts your team needs for each accepted category. Ask Bosseo to show how those decisions would be represented in the guided path. The consultation should resolve whether the proposed questions help a Fairmount visitor explain the issue without implying that the firm has accepted the matter.
