1. Start with the matters your Lubbock firm actually wants to evaluate
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public page says each practice area can have its own question path and that qualification can be weighted toward higher-value work. That makes practice-area definition the first implementation decision. A firm serving Lubbock and Lubbock County should distinguish the matters it is willing to review from matters it does not handle, rather than presenting every visitor with the same generic request for information. The municipality and county relationship matters here because the firm should decide whether location is a qualification question, a routing field, or simply information collected for later review. Do not treat Lubbock’s population estimate as evidence that any particular case type is common.
Recommended approach
Bring a written list of accepted, declined, and review-required matter types to the consultation. For each, identify the minimum facts needed for an initial screening and the facts that should wait for a lawyer or staff member. Ask Bosseo to show how those distinctions would appear in the proposed visitor path.
