1. Match the intake path to the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public page says visitors can be asked questions one at a time and that flows can be weighted toward selected case types. That matters more than simply adding motion or video to a Napoleon website. A personal-injury inquiry, estate-planning question and family-law matter may require different information before anyone decides who should respond. Your team should identify which distinctions are genuinely useful at the first contact stage. Do not treat Napoleon’s population estimate as evidence that one practice area deserves priority; use your own intake experience and matter-selection policy.
Recommended approach
Bring a current list of practice areas, accepted matter types and common disqualifiers to the consultation. Ask Bosseo to show how each proposed path would separate fit, urgency and ownership without asking visitors for information your firm does not need at that stage.
