1. Match the intake path to the work you actually accept
Bosseo describes Video Intake as a guided survey built around practice areas and case types. The public product description says the flow can capture case type, urgency and fit, and that qualification can be weighted toward the work a firm wants to grow. That makes the first decision practical: which North Madison inquiries should receive a detailed path, and which should be redirected or reviewed before scheduling? Do not use the North Madison population estimate as a proxy for the number or type of legal inquiries your firm will receive. Instead, examine your existing inquiry categories and identify the answers that determine whether a matter is appropriate for review. A firm should also decide whether “fit” means geography, practice area, conflict review, urgency, legal issue or another firm-defined criterion.
Recommended approach
Bring your current practice-area intake questions to a Bosseo consultation. Ask how each path would be represented, which answers can affect routing, and which matters should remain subject to attorney or staff review.
