1. Build the intake around the work your firm actually reviews
Bosseo describes Video Intake as a guided survey that can use a separate question path for each practice area. It says the flow can qualify inquiries by case type, urgency and fit, and can be weighted toward the work a firm wants to grow. For a firm serving New Freedom and the surrounding York County market, the decision is which matters should receive a complete intake and which should receive a different response. The borough’s population estimate does not identify practice-area demand, so your own matter history and acceptance rules should control the design.
Recommended approach
List the practice areas you want the intake to distinguish. For each one, define the minimum information needed for an initial review, the circumstances that require a human escalation and the inquiries that should not be sent to a consultation calendar. Ask Bosseo to show how those rules would appear in the proposed flow.
