1. Turn Talent service intent into a decision path
Your firm may serve people in Talent while handling several kinds of legal matter. A generic “tell us about your case” field makes the visitor decide what to write and leaves your team to reconstruct the situation later. Bosseo describes Video Intake as a guided survey built around practice areas and case types. The public product page says the flow can capture information such as case type, urgency and fit, with completed inquiries delivered with their answers attached. That gives you a basis for separating the visitor’s first explanation from the firm’s actual qualification rules.
Recommended approach
Begin by listing the matter types you accept from people in Talent and throughout your service area. For each, identify the facts that determine fit, urgency and next action. Do not treat the city population as evidence that any particular practice area is needed. Review the proposed questions with the attorney responsible for each practice area, then decide which answers should lead to a consultation, a follow-up task, a decline or an escalation.
