1. Start with the matters your Pasadena firm wants to evaluate
Bosseo describes Video Intake as a guided survey built around practice areas and case types. The public product page says the flow can capture case type, urgency and fit, and that qualification can be weighted toward the work a firm wants to grow. For a firm serving Pasadena, the first design question is geographic and substantive: which inquiries from Pasadena and the surrounding Harris County service area belong in the same review path, and which require a different response? The Census record identifies Pasadena city and Harris County; it does not identify legal needs or demand by practice area.
Recommended approach
List the practice areas you want the consultation to assess. For each one, define the facts that determine fit, urgency and ownership. Keep those rules separate from assumptions about Pasadena residents. Review whether a visitor should be routed to a calendar, a team member, a follow-up task or a decline message.
