1. Match the intake path to your actual practice areas
Bosseo describes Video Intake as a guided survey with a question path for each case type. That matters more than simply replacing a contact form. A Leacock-serving firm may receive inquiries from people in the township, elsewhere in Lancaster County, or outside its service area. Geography alone should not decide whether an inquiry is appropriate. Your firm should define the practice area, matter characteristics and service-area boundaries that determine the next step. The product page says completed inquiries can be tagged by case type and that the survey can be weighted toward the work a firm wants to grow. Those are product descriptions, not a promise that a particular path will produce a result for your firm.
Recommended approach
Bring a current list of accepted and declined matter types to the consultation. Ask Bosseo to show how separate paths would distinguish practice areas, how location would be collected where relevant, and what happens when a visitor does not fit any path.
