1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey that can use a separate question path for each practice area and capture information such as case type, urgency and fit. That makes the first design decision a legal one: identify the matter categories your firm accepts, declines or sends elsewhere. Clemson is a municipality associated with Anderson County and Pickens County. If your firm serves clients across those county relationships, the intake should distinguish service geography from the visitor’s residence and should not treat a Clemson address as proof that the matter belongs to your firm.
Recommended approach
Bring your current practice-area list and acceptance rules to the consultation. Ask Bosseo to show how a visitor would move from an initial concern to the appropriate path, and decide which questions are necessary before a human review.
