1. Start with the matters your Converse firm actually evaluates
Video Intake is described by Bosseo as a guided survey built around a firm’s practice areas. Bosseo says each case type can have its own question path and that qualification considers case type, urgency and fit. Your firm can identify the matters it accepts, declines, refers or sends for attorney review, then determine which facts belong in an initial website conversation.
Recommended approach
Bring your current intake criteria to a review. For each practice area, identify the minimum information needed to decide whether an inquiry should reach a calendar, a staff member or an attorney. Keep the geographic boundary precise: Converse is in Bexar County, and a service area that extends beyond the city should be stated separately rather than implied.
