1. Start with the matters your firm actually reviews
Video Intake is built around a guided survey rather than a blank contact form. Bosseo’s public product description says the flow can qualify inquiries by case type and can be weighted toward the work a firm wants to grow. That makes your practice mix the first implementation decision. A Brookhaven firm may serve people in the borough, elsewhere in Delaware County, or in another Pennsylvania service area. The borough’s recorded county relationship is Delaware County; that fact does not establish where your clients come from or which matters are appropriate for acceptance. Your team should define those boundaries directly.
Recommended approach
List the practice areas, matter types and geographic limits that should appear in the intake. Decide which answers indicate a possible fit, which require review, and which should not proceed to a consultation. Keep the flow aligned with the clients and locations your firm is prepared to serve rather than using Brookhaven’s population as a proxy for legal demand.
