1. Make the first question fit the matter you want to evaluate
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. The public product description also says each practice area can have its own question path. That matters when a Walden-serving firm handles more than one kind of legal inquiry: a visitor should not have to force a personal-injury question, estate-planning question or another matter into one undifferentiated text box. The Census record places Walden in Orange County. Use that relationship to decide whether your intake should ask about service location, jurisdiction or another geographic boundary that your attorneys already use—not to assume that every Walden visitor is eligible for representation.
Recommended approach
List the matter types you actually review for Walden and Orange County. For each, identify the minimum facts needed for an initial decision, the facts that require attorney review, and the facts that should not be requested before a consultation. Ask Bosseo to show how those distinctions would appear in the proposed flow.
