1. Shape the path around the matters your firm reviews
Bosseo describes Video Intake as a guided survey built around practice areas. The product page says each case type can have its own question path and that the flow can capture information such as case type, timing, fit and matter details. That is more useful than asking every Blue Bell visitor to write an open-ended paragraph, but only if your firm first decides what information changes an intake decision. A Montgomery County firm may serve Blue Bell while also serving clients elsewhere in Pennsylvania; the geographic boundary should therefore be stated by the firm rather than inferred from the Blue Bell population record.
Recommended approach
List the practice areas you want the experience to address, then identify the minimum facts needed to decide whether an inquiry is suitable for review. Keep questions tied to a decision: accept for review, request more information, route to a person or decline. During consultation, ask Bosseo how the proposed paths would represent your geographic scope and whether separate routes are appropriate for different service areas.
