1. Start with the matters your Newstead firm is prepared to review
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. It also describes separate question paths for different practice areas and weighting toward the work a firm wants to grow. Newstead’s geographic identity matters here: the firm should decide whether the experience is intended for people in Newstead, elsewhere in Erie County, or a broader New York service area. The town’s population estimate is not a substitute for that service-area decision.
Recommended approach
Before approving a flow, list the practice areas you accept, the matters you do not accept, the locations you serve, and the facts that require attorney or staff review. Keep the visitor-facing wording accurate and avoid implying that completing an intake means the firm has agreed to represent the person.
