1. Start with the matters your East Caln practice actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can follow its own question path, and the flow is intended to qualify inquiries by case type, urgency and fit. That makes the first decision operational: identify which inquiries East Caln and Chester County visitors should be invited to explain, which facts your team must see before a first conversation, and which matters fall outside your scope. The township’s population estimate does not tell you which legal services residents need. Your existing intake records and practice strategy must supply that answer.
Recommended approach
Create a written qualification brief for each practice area you want to evaluate. Include the matter types you accept, the facts that require attorney review, conflicts or exclusions your team must handle, and the point at which a visitor should be offered a consultation rather than screened out. Treat every rule as a firm decision, not a demographic conclusion.
