1. Start with the matters your firm actually accepts
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. The survey is organized around practice areas and can ask different questions by case type. That makes your acceptance rules the starting point. A firm serving Archbald may also serve clients elsewhere in Lackawanna County or across Pennsylvania, but those geographic boundaries should be explicit rather than implied by the borough name. Decide whether location is an eligibility question, a routing question or simply information for later review.
Recommended approach
Prepare a current list of practice areas, accepted locations and basic disqualifiers before reviewing the question path. Ask Bosseo how each answer is represented in the completed inquiry and how your team will distinguish an Archbald inquiry from one elsewhere in Lackawanna County or Pennsylvania.
