1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey with a question path for each case type. That makes the first decision substantive: which practice areas should have a path, and which questions determine whether an inquiry is appropriate for review? A firm serving Oil City may also serve clients elsewhere in Venango County, so the intake should distinguish service geography from the visitor’s location rather than treating Oil City and the county as interchangeable. Population figures cannot answer which matters arrive, how often visitors complete a survey or whether your team has capacity.
Recommended approach
List the practice areas you want to evaluate, the matters you do not handle and the geographic facts needed for an initial review. Ask Bosseo to show how those distinctions would appear in the proposed flow. Keep any eligibility language clear: a completed survey is an inquiry for review, not a promise that the firm will accept representation.
