1. Shape the intake around the work your Newton firm accepts
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. The flow can be organized by case type and weighted toward the work a firm wants to evaluate. That makes practice-area design the first substantive decision. A Newton firm may need one path for a matter connected to Catawba County and another for work accepted elsewhere in North Carolina, but geography should be collected only when it affects eligibility, routing or review. Newton’s municipal status and its recorded relationship to Catawba County establish the local relationship; they do not establish which legal matters visitors will submit.
Recommended approach
List the practice areas the firm actually reviews, define the first qualification question for each, and identify geographic facts that matter to acceptance. Avoid building a generic Newton form that treats every visitor as the same kind of inquiry.
