1. Start with the matters your firm actually reviews
Video Intake is designed around a question path for each case type. A personal-injury visitor and an estate-planning visitor do not need the same opening questions, and your firm can decide which facts help distinguish a useful inquiry from an inquiry that is outside scope. For a St. Clairsville firm, define whether the service area is the city, Belmont County, Ohio more broadly, or another boundary you already use. The Census record identifies St. Clairsville as a municipality in Belmont County; it does not establish where your matters come from or which practice areas are in demand.
Recommended approach
Bring your current practice-area and service-area rules to the review. Decide which matter types deserve separate paths, which locations require attention, and which answers should prompt staff review rather than an immediate calendar invitation.
