1. Start with the matters your Hilltown firm actually reviews
Bosseo describes Video Intake as a guided video survey that qualifies an inquiry by case type, urgency and fit. Each practice area can have its own question path, and the flow can be weighted toward the work the firm wants to grow. That makes the first decision internal: identify which matters deserve a consultation, which require more information, and which fall outside the firm’s scope. Hilltown is a municipal-town in Bucks County; the geographic label does not tell you which legal services local visitors need. Your existing matter mix and intake experience must supply that context.
Recommended approach
Bring a written list of practice areas, accepted matter types, disqualifying conditions and questions your team routinely asks. Ask Bosseo to show how those rules would be represented in separate paths rather than accepting a generic intake sequence.
