1. Match the intake to the matters you actually evaluate
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public product page says each case type can have its own question path and that the flow captures information such as case type, urgency and fit. For a New Burlington firm, the relevant geographic boundary must be set by the firm rather than inferred from the CDP population record. New Burlington is a census-designated place in Hamilton County, Ohio; the record does not say which legal matters residents seek or whether they search for a lawyer. During review, separate matters the firm accepts in New Burlington from matters it accepts elsewhere in Hamilton County or Ohio. That distinction can determine which questions are useful and which routing choices are appropriate.
Recommended approach
List the practice areas and geographic eligibility rules you want to evaluate before approving any question path. Keep the flow focused on information the firm can use to decide whether a consultation is appropriate.
