1. Start with the matters your firm actually accepts
Bosseo describes Video Intake as a guided survey that lives on a law firm website. The survey is built around practice areas and can qualify an inquiry by case type, urgency and fit. That makes the first implementation decision substantive: identify which matters your firm wants the website to distinguish. A Miller Place location page should not treat Suffolk County’s population estimate as proof of demand for any particular practice. Instead, review the geographic scope in your own intake policy. Decide whether the flow is meant for Miller Place alone, Suffolk County, New York, or another service area your firm has defined. Then map each accepted matter type to the information your team needs before a consultation.
Recommended approach
Bring a current list of accepted, declined and referred matter categories to the consultation. Ask Bosseo to show how separate question paths could reflect those categories without implying that every website visitor is a qualified client.
