1. Start with the matters your firm is prepared to review
Bosseo says Video Intake can use a separate question path for each practice area and qualify inquiries by case type, urgency, fit, and matter value. For a Harriman firm, the first decision is geographic and substantive: which inquiries should be considered by your firm, and which should be redirected or declined? Harriman’s recorded county relationships are Morgan County and Roane County, but that fact does not define your firm’s service area. Your consultation should distinguish Harriman matters from inquiries elsewhere in Tennessee or outside the jurisdictions your firm serves. Avoid treating a city population estimate as evidence that a particular legal need exists.
Recommended approach
List the practice areas, locations, and basic eligibility conditions your firm already uses. Then decide which of those conditions belong in a visitor-facing video path and which require attorney review. Keep the first version focused enough that a visitor can answer clearly without being asked to resolve a legal issue on the firm’s behalf.
