1. Match the intake path to the work you accept
Bosseo describes Video Intake as a guided survey that can use a separate question path for each practice area. That matters when a Newfane firm serves more than one type of matter: a visitor should not be asked to summarize every possible legal problem in one generic paragraph. The local fact is limited but useful. Newfane is in Niagara County, so your intake review should state whether the firm accepts matters from Newfane only, elsewhere in Niagara County, or a wider service area. Do not treat the town’s population estimate as proof that any particular practice area needs more intake capacity.
Recommended approach
List the practice areas and geographic boundaries you want the consultation to assess. For each one, identify the few facts that determine whether an inquiry merits review. Decide whether location is an eligibility question, a routing question or simply information for staff.
