1. Start with the matters your firm actually wants to review
Bosseo describes Video Intake as a guided survey built around your practice areas. Each practice area can have its own question path, and the flow can be weighted toward the work your firm wants to grow. That makes the first decision operational: identify the matter types your team accepts, declines or sends elsewhere. Collegedale’s relationship to Hamilton County helps define the service area you discuss during consultation, but the population estimate cannot tell you which legal needs are present or which practice area will perform best.
Recommended approach
Bring a current list of accepted practice areas and the minimum facts your team needs before a first conversation. Review whether the intake should use one general path or separate paths for different matters. Keep any Collegedale or Hamilton County routing language tied to the firm’s actual service policy.
