1. Match the intake path to the matters your firm accepts
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Its question paths can be built around practice areas, with qualification by case type, urgency and fit. The public product description also says the survey can be weighted toward the work a firm wants to grow and can screen out low-fit or price-focused inquiries. Harrison’s recorded relationship to Allegheny County matters here because your firm may need to distinguish the township from broader Allegheny County service coverage when deciding which location questions belong in the flow. The population estimate does not tell you which practice areas Harrison visitors need.
Recommended approach
Start by listing the matters you accept, decline or refer, then decide which answers distinguish those categories. Review whether the flow should ask where an incident occurred, where the visitor lives, whether the matter is within your Pennsylvania service area and whether an existing client relationship changes the next step. Keep the intake focused on triage rather than treating Harrison’s population as a forecast of case demand.
