1. Build the intake around the work your Huntington firm actually accepts
Video Intake is described by Bosseo as a guided survey that qualifies inquiries by case type, urgency and fit. The public product description also says each practice area can have its own question path and that the flow can be weighted toward the work a firm wants to grow. That makes practice-area definition the first substantive decision. A Huntington firm should not begin with generic questions simply because they are easy to write. It should identify which matters belong in the intake, which require a different path and which should not proceed to a consultation request. Huntington’s relationship to Suffolk County matters here because your geographic eligibility rules should be written explicitly rather than assumed from the town name. Decide whether a visitor may qualify based on residence, incident location, court location, service area or another firm-defined rule.
Recommended approach
Bring a current list of practice areas and acceptance rules to the consultation. Review each proposed path for case type, geographic eligibility, urgency, disqualifiers and the person who owns the next response.
