1. Match the intake path to the matters you actually review
Bosseo describes Video Intake as a guided video survey that lives on a law-firm website. Its public product text says the flow can be organized by case type, urgency and fit, with separate paths for different practice areas. That makes the first decision a substantive one: which matters should the visitor be asked to explain, and which answers determine whether your team should review the inquiry? For a Wayne firm serving clients in Delaware County, define the service area and matter boundaries in plain language rather than treating the location alone as a qualification rule. A Wayne address does not establish that a visitor has a viable case or that the firm should accept it.
Recommended approach
List the practice areas and geographic limits you want the intake to address. For each, identify the minimum information needed for an initial review, the information that should remain for a lawyer consultation, and the conditions that require immediate human attention. Ask Bosseo to show how those decisions would appear in the proposed flow.
