1. Start with the matters your Indiana firm actually wants to review
Bosseo describes Video Intake as a guided video survey that qualifies visitors by case type, urgency and fit. Each practice area can have its own question path, and the survey can be weighted toward the work a firm wants to grow. For a firm serving Indiana borough and Indiana County, the useful local question is not how many residents live there. The question is whether the firm’s website currently gives visitors a practical way to identify the service area, matter type and next step that the firm handles. Population cannot establish which legal services people need. Your practice mix and acceptance rules must do that.
Recommended approach
Write the acceptance rules before reviewing wording. List the practice areas you want the intake to distinguish, the facts that determine an initial fit review, and the circumstances that should stop or redirect the experience. Keep the first version limited to decisions your team can act on. During a consultation, ask Bosseo how those rules would be represented in separate case-type paths and how the weighting would be reviewed.
