1. Shape the first questions around the work you want to review
Bosseo describes Video Intake as a guided survey built around practice areas, case type, urgency and fit. Its public page also says each practice area can have its own question path and that the survey can be weighted toward work the firm wants to grow. For a Baytown firm serving matters connected to Chambers County and Harris County, the practical question is how narrowly to define a qualifying matter. A visitor’s city, county, incident location, opposing party and requested service may lead to different review paths. Those distinctions should be decided by the firm rather than inferred from Baytown’s population record.
Recommended approach
Bring a current list of practice areas and acceptance rules to the review. For each one, identify the facts that determine fit, the matters that need prompt human attention and the inquiries that should not reach a consultation calendar. Ask Bosseo to show how those decisions would appear in the visitor’s path.
