1. Build the intake around the matters you actually review
Video Intake is described by Bosseo as a guided survey organized by case type, with qualification weighted toward the work a firm wants to grow. That makes practice-area selection the first decision—not the city’s population and not a generic legal questionnaire. A San Angelo firm serving Tom Green County should identify which matters it accepts in that geographic scope and which inquiries should be declined, redirected or reviewed by another person. Do not treat the county relationship as evidence that every visitor is eligible for representation.
Recommended approach
Start with the practice areas your firm can clearly evaluate. For each one, define the minimum facts needed for an initial review, the facts that require escalation and the circumstances that should stop the visitor from booking time. Keep the path understandable to someone who may not know the legal label for their problem.
