1. Shape the intake around the matters your firm actually reviews
Bosseo describes Video Intake as a guided video survey built around practice areas and case types. The visitor answers questions about the situation, while the flow can capture factors such as case type, urgency and fit. That is materially different from asking every Van Alstyne visitor to write the same open-ended paragraph. Your firm should decide which practice areas are in scope for Van Alstyne, Collin County, Grayson County or another service area before deciding what questions belong in each path. The city’s relationship to both Collin and Grayson counties makes geographic qualification a decision to define, not a reason to presume that every inquiry belongs with the same lawyer or team.
Recommended approach
List the matters you accept, decline, refer or review separately. Then identify the minimum facts needed to determine the next step for each path. Keep the questions tied to an actual intake decision rather than collecting information merely because it is available.
