1. Start with the geography your firm actually serves
Before configuring an intake, define whether the firm accepts matters in Coos Bay only, throughout Coos County, elsewhere in Oregon, or in another stated service area. That decision affects the location questions a visitor sees and the routing rules your team must review. Bosseo describes Video Intake as a website-based guided survey with a question path for each case type. Bosseo also says completed inquiries can be tagged by case type and delivered to the firm.
Recommended approach
Bring a written service-area policy to the consultation. Separate Coos Bay from Coos County and from any wider Oregon coverage, then decide which locations should be accepted, reviewed manually, or declined with an appropriate next step.
