1. Set the geographic boundary before you set the intake rules
Jacksonville is recorded as a municipality in Cherokee County, Texas. That distinction matters when you decide whether a visitor belongs in a Jacksonville-focused path, a Cherokee County path or a broader service-area review. Bosseo describes Video Intake as a website-based guided survey that can be organized around practice areas and case types. Ask the firm to define geographic questions only where location changes eligibility, routing or follow-up.
Recommended approach
Write the service-area rule in plain language before building questions. Decide whether the first location question should identify the incident location, the visitor’s residence, the opposing party’s location or another legally relevant fact. Instead, review completed intakes by stated location and decide whether location should change ownership or escalation.
