1. Start with the matters your firm actually accepts
Bosseo says Video Intake can use a separate question path for each practice area and can qualify an inquiry by case type, urgency and fit. That makes your acceptance rules the starting point. A firm serving Manheim may handle matters from Lancaster County as well as other places, but the borough’s population record does not establish which legal services people seek. Do not use the local population estimate to justify adding practice areas or to predict intake volume. Instead, list the case types you already accept and identify the facts that determine whether an inquiry deserves review.
Recommended approach
Ask Bosseo to show how your practice areas would be represented in the guided flow. For each path, decide which questions are necessary, which answers require attorney review and which inquiries should receive a different response. Keep legal advice out of the intake itself; the flow should collect information and set expectations rather than decide the merits of a matter.
