1. Start with the matters your Derry firm actually wants to review
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the flow can be weighted toward the high-value work a firm wants to grow. For a firm serving Derry and Westmoreland County, the important decision is not whether every visitor should receive the same questionnaire. It is which matters the firm accepts, which it declines, and which require attorney review before a response. The Derry geography matters here because your service boundary should be explicit: Derry township, Westmoreland County, Pennsylvania, or another area defined by your firm. Do not treat the township’s population as proof that a particular practice area has demand.
Recommended approach
Bring a current list of practice areas and matter types to the consultation. Decide which answers indicate apparent fit, which require escalation, and which should stop the path before a calendar request. Ask Bosseo how those decisions would be represented in the proposed question paths and weighting.
