1. Start with the matters your firm actually evaluates
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. The public product description says each case type can have its own question path and that the flow can be weighted toward the work a firm wants to grow. That makes practice-area definition the first McMinnville decision. Do not treat Warren County as a proxy for demand or assume that a citywide population estimate identifies the matters your firm wants. Instead, distinguish the geographic areas you serve from the case types you accept. Decide whether a visitor from McMinnville, elsewhere in Warren County or another Tennessee location should follow the same path, a different path or a referral path.
Recommended approach
Bring a written list of accepted, conditionally accepted and declined matter types to the consultation. Ask Bosseo how those rules would be represented in the proposed question paths and how the firm would review changes over time.
