1. Start with the matters your Mooresville firm actually reviews
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the survey can be weighted toward the work a firm wants to grow. That makes the first decision substantive: identify which Mooresville and Iredell County inquiries your firm accepts, declines, refers or sends for additional review. Do not use the town’s population estimate as a reason to presume a particular practice-area demand. Instead, compare the local service area with your existing matter categories and intake records.
Recommended approach
Bring a written disposition for each practice area to the consultation: accept for review, request more information, refer elsewhere, or decline. Ask Bosseo how those dispositions would be represented in the proposed flow and how your team would change them when eligibility rules or priorities change.
