1. Start with the matters your firm actually evaluates
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. It can be organized by case type and designed to ask different questions for different practice areas. That makes the first planning decision your qualification policy, not the video treatment. An Aloha firm may serve people in Washington County while also receiving inquiries from outside that exact geography. Do not use Aloha’s population estimate as a proxy for the number of prospective clients or for the mix of matters your firm wants. Define the geographic and practice boundaries your firm itself uses.
Recommended approach
List the practice areas you want the intake to address, the matters you do not accept and the facts that require human review. For each accepted category, identify the minimum information needed to decide whether the inquiry belongs with your firm. Keep the path understandable to a visitor who may not know the legal name for their problem.
