1. Build the intake around the work your firm actually reviews
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the flow can be weighted toward the work your firm wants to grow. For a Sweet Home firm, the city’s relationship to Linn County is a geographic fact, not a reason to assume every inquiry belongs in the same queue. Decide whether location should be a screening question, a routing field or simply information your team reviews later. If your service area extends beyond Sweet Home, define that boundary directly rather than allowing the city name or county relationship to stand in for eligibility.
Recommended approach
List the practice areas you want reviewed, the geographic limits that matter to each one, and the facts that determine whether a visitor should move forward. Ask Bosseo to show how those decisions would appear in separate case-type paths.
