1. Start with the matter types your Longview firm actually accepts
Video Intake is described by Bosseo as a guided survey built around practice areas and case types. That makes your acceptance policy the first implementation decision. A Longview firm serving matters in Gregg County, Harrison County, elsewhere in Texas, or another defined service area should decide which locations are eligible before a visitor reaches the calendar. The city’s population estimate does not establish which practice areas have demand or which matters are valuable to your firm.
Recommended approach
List the case types you want the intake to identify, the locations you serve, and the matters that should not proceed to consultation. Ask Bosseo to show how those decisions would appear in separate question paths. Treat any proposed path as subject to your review rather than as a legal conclusion made by the software.
