1. Start with the matters your firm is prepared to review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. It can ask about case type, urgency and fit, with question paths that change according to a visitor’s answers. For a firm serving Natrona Heights in Allegheny County, the practical question is not how many residents live in the CDP. The question is which matters your firm is willing to evaluate from that service area and which details help your team make an initial decision. Your current intake categories, conflicts process and consultation criteria should shape the flow.
Recommended approach
List the practice areas and geographic boundaries you actually serve before reviewing a Video Intake scope. Separate matters your firm wants to evaluate from matters it does not accept. Ask Bosseo how each path would present those distinctions without suggesting that every visitor has a case or that completing the survey creates an attorney-client relationship.
