1. Match the intake path to your actual practice areas
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, allowing a visitor to answer questions relevant to that matter rather than submitting one vague description. For an Upper Sandusky firm, start with the matters you are prepared to review in Upper Sandusky and elsewhere in Wyandot County. The city’s municipal geography and its county relationship are distinct from the firm’s chosen service area. Decide whether the intake should identify location early, later, or only when it affects fit. Do not use the city’s population estimate to predict how many people will complete the survey.
Recommended approach
Bring a current list of accepted, declined and referred matter types to the review. Ask Bosseo to show how each category could receive a separate qualification path, and identify questions that distinguish an initial fit review from legal advice.
