1. Start with the matters your Cherryville firm actually evaluates
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. The visitor selects an entry point such as “See if you have a case,” then moves through a question path built around the firm’s practice areas. The page says flows can capture case type, urgency and fit, and that qualification can be weighted toward the work the firm wants to grow. That makes practice-area definition the first implementation decision. Cherryville and Gaston County should not be treated as interchangeable labels for every matter. Decide which service areas the firm accepts in Cherryville, which it handles elsewhere in Gaston County, and which should be redirected or declined.
Recommended approach
Bring a current list of accepted, declined and referred matter types to the consultation. Ask Bosseo to show how those distinctions would affect the visitor’s path and the information delivered to your team.
