1. Start with the matters your firm actually wants
Bosseo describes CLIONT as a guided survey built around a firm’s practice areas. The public product text says each practice area can have its own question path and that qualification can be weighted toward higher-value work. That makes the first decision specific: which Massapequa Park inquiries should move forward, and which should be declined, redirected or reviewed before a consultation is offered? Nassau County is the recorded county relationship for Massapequa Park, but a county label does not establish that every inquiry from the village belongs in the same workflow. Your service area, office policy and matter criteria still need to control the path.
Recommended approach
Write a separate acceptance outline for each relevant practice area. Include the facts that establish basic fit, the facts that require attorney review, and the situations that should not be represented as accepted matters. Ask Bosseo to show how those decisions would appear in the survey and how a case type would be identified when a visitor’s answers overlap more than one practice area.
