Shape the intake around the work your firm accepts
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, so a visitor is not asked to summarize a legal problem in a single open text box. For a Shippensburg firm, begin by listing the matters you actually want to evaluate from visitors in the borough and in the parts of Cumberland County and Franklin County your firm serves. Do not treat those county relationships as proof that every nearby visitor is a suitable prospect.
Recommended approach
Bring your current practice-area boundaries to the consultation. Decide which matter types should receive a full intake, which need a short screening path and which should be directed elsewhere. Keep the geography explicit so a visitor is not routed merely because they identify with Shippensburg or one of the two recorded counties.
