1. Start with the legal questions your firm actually needs answered
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Its public product page says each practice area can have its own question path and that the flow can be weighted toward the work a firm wants to grow. For a Decatur firm, that means the first design conversation should be about your actual service scope in Decatur and Wise County—not about copying a generic statewide form. Decide which facts distinguish a potential consultation from an inquiry your firm does not handle. The population of Decatur city is a measured fact, but it cannot tell you which practice areas need more intake capacity or what visitors will ask.
Recommended approach
Bring your current practice-area list, acceptance rules and disqualifying conditions to a consultation. Ask Bosseo to show how those rules would translate into separate paths, what the visitor sees, and which answers your team receives. Treat every question as a decision tool: if an answer will not change routing, ownership or follow-up, consider whether it belongs in the first interaction.
