1. Match the intake path to the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public description says each practice area can have its own question path and that inquiries can be qualified by case type, urgency and fit. That makes the first decision substantive: determine which facts your lawyers need before deciding whether to contact a visitor. A Glenside location does not tell you which matter types are valuable or appropriate for your firm. Your own intake standards must set those distinctions.
Recommended approach
List the practice areas you want the intake to address, then separate essential screening questions from questions better reserved for a consultation. Ask Bosseo to show how the paths differ by case type and how your firm can review or adjust the weighting.
