1. Define which Lansing inquiries deserve a guided path
Bosseo describes Video Intake as a branching survey built around a firm’s practice areas. That makes the first decision operational: which matter types should receive a dedicated question path, and which should be declined, referred or reviewed by a person? Lansing’s municipal relationship to Tompkins County supplies geographic context, but population alone cannot answer that question. Your practice mix, service territory and conflicts rules matter more than a population estimate.
Recommended approach
List the practice areas the firm actually handles and the geographic limits it applies. Separate “review,” “not a fit,” “urgent human response” and “needs more information” outcomes. Ask Bosseo how those decisions would be represented in the proposed flow, rather than assuming one generic questionnaire will suit every matter.
