1. Match the intake path to the work you actually accept
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. The public product description says each case type can have its own question path and that qualification considers case type, urgency and fit. That matters more than adding a generic video element to a Jefferson website. A firm serving Jefferson township and Butler County should first identify which inquiries it accepts, which it declines and which require immediate human review. The township’s recorded relationship to Butler County establishes the local geography for that discussion; it does not establish which matters residents will seek or whether a particular practice area is needed.
Recommended approach
Bring your current practice-area boundaries to the consultation. Ask Bosseo to show how a visitor’s answers would be separated by matter type, what happens to an inquiry outside your scope and which answers require escalation. Keep legal advice, eligibility decisions and final conflict review with the firm.
