1. Start with the matter types your firm actually reviews
Video Intake is described as a guided survey built around a firm’s practice areas. That makes your first decision editorial and operational: identify which Brookshire and Waller County inquiries belong in the same path and which require different questions. A personal-injury inquiry may need incident and treatment details; an estate-planning inquiry may require a different explanation. Do not make one generic form carry every legal situation. The Brookshire location matters because your firm should decide whether the same qualification path applies to people seeking service in Brookshire, elsewhere in Waller County or outside your accepted territory. The city’s population estimate does not tell you which practice areas are in demand, so use your own matter history and acceptance rules instead.
Recommended approach
Bring a current list of practice areas, accepted locations and excluded matter types to the consultation. Ask Bosseo to show how separate case-type paths could reflect those rules, then approve each path before treating it as a live intake experience.
