1. Build the intake around the work your firm actually accepts
Bosseo describes Video Intake as a website-based guided survey with a question path for each practice area. The public product description says the flow can capture case type, urgency and fit, while weighting the survey toward work the firm wants to grow. That makes practice-area design the first decision—not the video itself. A Skiatook firm may serve people within the city and across Osage County and Tulsa County, but the Census records Skiatook as a municipality spanning those county relationships and estimates its 2020–2024 population at 8,632, with a margin of error of 46. That number is eligibility context only. It does not establish demand, case mix or the right qualification questions.
Recommended approach
List the matters you accept, decline or refer. For each accepted category, identify the minimum facts needed for a responsible first review. Keep separate paths where the facts, urgency or ownership differ. Treat the Skiatook geography as a service-area question to confirm with the firm, not as a reason to assume one universal funnel.
