1. Start with the matters your Georgetown firm actually reviews
Georgetown is recorded as a municipality in Williamson County. Use the geography to define the service area you want the intake to address, not to assume how many people will submit it. Bosseo describes Video Intake as a guided survey organized around practice areas and case types. That makes the first decision a firm decision: which matters should receive a path, which should be screened out, and which require immediate human attention.
Recommended approach
List the practice areas you serve in Georgetown and Williamson County. For each, identify the minimum facts needed for an initial review, the circumstances that require escalation, and the matters your firm does not accept.
