1. Shape the intake around the matters your King firm accepts
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. Its public product page says the flow can be built around practice areas and can qualify an inquiry by case type, urgency and fit. For a firm serving King and the surrounding Forsyth County and Stokes County geography, the first decision is which matters should receive a path and which should not. The Census geography identifies King’s municipal and county relationships, but it does not tell you which practice areas are profitable, eligible or appropriate for your firm. Those choices must come from your own intake policy.
Recommended approach
List the practice areas you actually want to evaluate in the consultation. For each one, identify the minimum facts needed for an initial review, the facts that require attorney attention and the circumstances that should stop the visitor from booking or submitting. Keep legal advice, promises and conclusions out of the questionnaire unless your firm approves the wording.
