1. Build the intake around matters your firm can review
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Its public page says the survey can be organized by case type and can capture information such as case type, urgency and fit. For a firm serving Rockwood and Roane County, the first decision is not how many questions to ask. It is which matters the firm is prepared to review and which location or eligibility details must be known before a conversation is scheduled. Rockwood’s municipal boundary and its relationship to Roane County should remain distinct in that review. A city resident is not automatically a qualifying client, and a county relationship does not establish that every county matter fits the firm.
Recommended approach
List each practice area you want to evaluate, the minimum facts needed for an initial review, matters outside scope, and any geographic or conflict-screening questions that counsel approves. Use the consultation to determine how those decisions can be represented in the survey.
