1. Start with the matters your Humboldt firm actually accepts
Bosseo describes Video Intake as a guided survey built around case type, urgency and fit. Its public page says each practice area can have its own question path and that the flow can be weighted toward the high-value work a firm wants to grow. That makes practice-area selection the first implementation decision. A Humboldt firm may serve people in Humboldt, Gibson County, Madison County or elsewhere in Tennessee; the widget should not imply that every visitor falls within the same service area or qualifies for the same representation. Define the locations, matter types and disqualifying conditions that your firm already uses. Do not infer any of those rules from Humboldt’s population record.
Recommended approach
Bring a current list of accepted and declined matter types to the consultation. Ask Bosseo to show how those categories could shape separate paths, how location questions would distinguish Humboldt from Gibson County, Madison County and other Tennessee service areas, and how a visitor receives an appropriate next step when the firm cannot help.
