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. Its public page says the flow can capture details such as case type, timing and fit, and that qualification can be weighted toward the work a firm wants to grow. For a Penn Hills firm, the local fact that matters is the service boundary: Penn Hills is a municipal township in Allegheny County. Your team should decide whether the same path applies to Penn Hills visitors and other Allegheny County inquiries, or whether location changes eligibility, venue review or ownership. Do not treat the population estimate as proof that any particular practice area is needed.
Recommended approach
List the practice areas you accept, the matters you decline and the facts that determine an initial review. Ask Bosseo to show how those decisions would appear in separate question paths. Keep the geographic question precise: Penn Hills township, Allegheny County and Pennsylvania are not interchangeable labels.
