1. Start with the matters your firm accepts
Bosseo describes Video Intake as a guided survey built around practice areas and case types. The public product description says the flow can capture case type, urgency and fit, and that qualification can be weighted toward the work a firm wants to grow. That is more useful than treating every inquiry as identical. Tonawanda and Erie County are distinct geographic references, so your review should specify whether the intake is for people in Tonawanda, a wider Erie County service area, or another scope your firm defines.
Recommended approach
Bring your accepted and declined matter categories to the consultation. Decide which questions identify fit, which answers require attorney review, and whether geographic information should affect routing.
