1. Match the intake path to the work your firm accepts
Bosseo describes Video Intake as a guided survey built around practice areas. Its public page says each case type can have its own question path and that qualification considers case type, urgency and fit. That makes the first decision a practice-management decision, not a population calculation. For a Midwest City firm, list the matters you actually want to evaluate in Midwest City, elsewhere in Oklahoma County and any other service areas you publish. Do not treat the city’s population estimate as evidence that a particular practice area needs more intake capacity. Instead, compare the proposed paths with your existing acceptance rules: what facts are necessary for an initial review, what facts require attorney judgment, and what facts should never be used to make an automated decision.
Recommended approach
Bring your current practice-area and geographic acceptance rules to the consultation. Ask Bosseo to show how those rules would translate into separate question paths without presenting the widget as a substitute for legal advice or conflicts review.
