1. Start with the matters your firm actually reviews
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Its public product page 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. That makes the first decision substantive: which matters should receive a complete qualification path, and which should be redirected or screened out? A West Odessa firm should define its service boundary separately from its practice-area rules. West Odessa is in Ector County, but the Census record does not establish that every visitor from the CDP is a prospective client or that every Ector County resident belongs in the same intake path.
Recommended approach
Bring a current list of accepted matter types, excluded matters, service-area rules and consultation prerequisites to the review. Ask Bosseo to show how those distinctions would appear in the visitor experience without presenting an unapproved legal conclusion.
