1. Match the intake path to the matters you actually accept
Bosseo describes Video Intake as a guided survey that lives on a law-firm website and qualifies inquiries by case type, urgency and fit. The public product description also 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 Parker firm serving clients in Collin County, begin by defining the geographic and legal boundaries of each path. Parker city, Collin County and the broader area a firm serves are not interchangeable. Your intake should not imply that every visitor from the county, or every person looking for a lawyer in Parker, is eligible for representation.
Recommended approach
List the matters you accept, decline or refer; identify location-based limits; and decide which answers should produce a human review, a scheduling option, a referral instruction or a request for more information. Treat those as firm decisions to review with Bosseo, not as automatic consequences of Parker’s population.
