1. Start with the matters your Chestnut Hill practice actually reviews
The Video Intake flow is built around practice areas and case types rather than a single open text box. Bosseo describes a guided survey that can capture case type, urgency and fit, with weighting toward the work a firm wants to grow. That makes your first decision editorial and operational: which inquiries should receive a complete path, which questions establish fit, and which circumstances require a human review. The Chestnut Hill geography should be treated precisely. The relevant place is Chestnut Hill CDP in Northampton County, Pennsylvania—not an undefined regional market. Population data can describe the place, but it cannot tell you which legal matters visitors will bring or whether demand exists.
Recommended approach
List the practice areas you actively accept from people contacting the firm in and around Chestnut Hill. For each, identify the minimum information needed for a responsible next step. Keep legal advice, definitive case assessments and promises of representation out of the intake experience. Ask Bosseo to show how the proposed paths reflect your acceptance rules rather than relying on a generic legal questionnaire.
