1. Start with the matters your Watervliet firm actually accepts
Bosseo describes CLIONT as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, while qualification is weighted toward the work the firm wants to grow. That matters more than creating a generic Albany County form: a visitor seeking help with one type of matter should not be asked the same opening questions as a visitor with another. Before adopting the product, list the matter types you accept, the matters you refer elsewhere and the facts that determine whether an inquiry deserves a consultation. Keep Watervliet and Albany County as geographic descriptors rather than treating the city’s population figure as evidence that a particular practice area has demand.
Recommended approach
Ask Bosseo to review your proposed case-type paths and explain how your acceptance rules would be represented. Decide which answers should qualify, which should trigger review and which should end the intake with an appropriate next step. Do not use population as a substitute for intake evidence.
