1. Start with the matters you actually evaluate
Bosseo says its guided survey can use a separate question path for each practice area and can weight the flow toward the work a firm wants to grow. That makes practice-area definition the first decision, not a later configuration detail. A Rolesville firm may serve people in the town, elsewhere in Wake County, or beyond; the population record does not tell you which legal services are sought. Your firm must define its geographic and substantive boundaries. Decide whether the intake should ask where the visitor is located, where an incident occurred, whether another jurisdiction is involved, and whether the firm accepts the matter. Those are legal and operational choices, not conclusions that can be drawn from the town’s population.
Recommended approach
Bring a current list of accepted, declined and referred matter types to the review. Ask Bosseo how each category would receive its own path, what happens when a visitor selects an unsupported matter, and how the firm can revise those rules when its practice changes.