1. Start with the firm’s actual intake decision
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. The public product description says visitors can be guided by case type, urgency and fit, with completed inquiries delivered with their answers attached. That gives you a concrete question to examine: which answers must be known before someone on your team decides what happens next? For a New Kensington practice, define that question around the matters you actually handle in Westmoreland County and elsewhere in Pennsylvania, rather than treating the city’s population as evidence of legal demand.
Recommended approach
List your practice areas, the inquiries you do not accept, the facts that require prompt attention and the person or system that should receive each completed intake. Ask Bosseo to show how those decisions would be represented in the survey. Do not approve a flow until your team can explain what each question changes.
