Start with the matters your Phoenixville firm actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Bosseo says each case type can have its own question path and that completed inquiries are delivered with answers attached. That makes the first decision editorial and operational: which matters should the visitor be invited to explain, and which facts determine whether the inquiry belongs with your firm? Phoenixville is in Chester County, so your intake review should define whether geography is a screening question, a routing condition, or simply information for the first consultation.
Recommended approach
List your accepted matter types, geographic boundaries, conflicts questions, urgency triggers and clear non-fit conditions. Keep the visitor-facing path understandable. Review whether the flow asks only for information your team can use and whether it avoids implying that submitting an intake creates an attorney-client relationship.
