1. Design the intake around the work you actually review
Bosseo describes Video Intake as a guided survey that can use a separate question path for each case type. That creates a basis for reviewing whether a personal-injury inquiry, estate-planning request or another matter should be asked different questions.
Recommended approach
List the practice areas your firm accepts, the matters it declines and the first facts a reviewer needs for each accepted category. Ask Bosseo to show how those distinctions would be represented in the proposed Video Intake flow for visitors seeking a Clinton-area firm.
