1. Define who the Horseheads intake is for
The first decision is geographic and substantive. Your firm may serve Horseheads, other parts of Chemung County, or a broader New York territory. A visitor’s location can affect whether the inquiry belongs with your firm, but the population record alone cannot tell you how often that question will arise. Bosseo’s public Video Intake description says the survey can be built around practice areas and can route by case type and location. That makes service-area rules a practical subject for consultation. Decide which locations are eligible, which require review and which should receive a clear alternative path. Do not treat every Horseheads website visitor as a qualified matter.
Recommended approach
Write the service-area and practice-area rules before reviewing question wording. Ask how a location answer will be captured, who owns an exception and what happens when the visitor does not provide enough information.
