1. Start with the matter types you actually accept
Bosseo describes Video Intake as a guided survey built around practice areas, with question paths that can vary by case type. That makes the first decision editorial and operational: which inquiries should receive a detailed path, which should be redirected, and which should not reach a consultation calendar? A Sunbury firm may serve people in Sunbury and elsewhere in Delaware County, but the city’s population record does not tell you how many visitors will seek legal help or which matters they will present. Define the service geography and acceptance rules yourself rather than using population as a proxy for demand.
Recommended approach
Prepare a short acceptance matrix for each practice area. Include the matter type, minimum facts needed for an initial review, geographic limits, urgency triggers, conflicts or disqualifiers, and the person responsible for the next decision. Ask Bosseo to show how those rules would be represented in the proposed video flow. Treat any weighting toward preferred work as a configuration decision to review, not as evidence that the flow will produce more valuable matters.
