1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Each case type can have its own question path, with qualification weighted toward the work the firm wants to grow. That is more useful than asking every Smyrna visitor to submit the same open text box. A firm serving Smyrna and nearby parts of Rutherford County or Williamson County should first define which locations and matter types it accepts. The town’s county relationships help frame that review, but they do not establish that any particular matter is common or valuable.
Recommended approach
List the practice areas, locations, urgency factors and disqualifiers your team already uses. Ask Bosseo to show how those decisions would translate into separate paths and how a visitor outside your intended scope should be handled.
