1. Set the intake around the work your Miami firm accepts
Bosseo describes Video Intake as a website-based guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the public product page says the flow can be weighted toward the work a firm wants to grow. For a firm serving Miami and Ottawa County, begin with the matters you actually accept in that geographic area. Do not use the city’s population estimate as a reason to create more paths or presume a particular type of legal need. Instead, compare your existing practice areas with the questions your team uses when deciding whether to speak with an inquiry.
Recommended approach
Bring your current intake questions to the consultation. Ask Bosseo to show how those questions could be organized by practice area, what should happen when a visitor is outside your service scope, and which answers should trigger review rather than automatic acceptance. Keep the flow limited to information your firm can responsibly use before a consultation.
