1. Set the intake boundary around the work you actually review
Bosseo describes Video Intake as a guided survey organized by case type, with paths that can capture case type, urgency and fit. The public product page also describes practice-area-specific questions and weighting toward work a firm wants to grow. For a Solon firm, the first decision is therefore not “How many leads will this create?” The Census record does not answer that. Decide instead which matters from Solon and the wider Cuyahoga County relationship belong in the first review path, which should be declined, and which require a human conversation before any conclusion.
Recommended approach
Write a short intake boundary for each selected practice area: acceptable matter types, information required for an initial review, situations needing immediate human attention, and inquiries that should not proceed. Keep the boundaries tied to your actual legal services and confirm them with the person responsible for intake.
