1. Start with the matters your firm is prepared to review
Bosseo describes Video Intake as a guided survey that qualifies an inquiry by case type, urgency and fit. It can use a separate question path for each practice area and weight qualification toward the work a firm wants to prioritize. That makes the first decision an internal one: identify the matters your firm accepts, the matters it declines and the facts needed to distinguish them. A Wilna firm may serve people in the town and elsewhere in Jefferson County, but the location record does not establish which practice areas are sought or how many inquiries exist. Do not use the 5,677-person estimate to choose a practice-area mix. Use your own engagement criteria and historical intake experience.
Recommended approach
Bring a written list of practice areas, acceptance rules and disqualifiers to the consultation. Ask how each rule would appear in a visitor-facing question path, and review whether the wording avoids implying that completing an intake creates an attorney-client relationship.
