1. Build the intake around the matters your firm actually reviews
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Visitors can answer one question at a time, with paths organized around practice areas and case types. The public product description says the flow can capture details such as case type, urgency and fit, and can weight qualification toward the work a firm wants to grow. For a firm serving West Bountiful in Davis County, that means the first design decision should be geographic and substantive: which inquiries does your firm accept from West Bountiful, which does it accept elsewhere in Davis County or Utah, and which does it decline? The city’s population estimate is not a reason to create a particular practice-area path. Your own intake rules should determine that choice.
Recommended approach
List the practice areas you want evaluated, the locations you serve, the conflicts or eligibility questions that must be handled by a person, and the matters that should not proceed to a consultation. Ask Bosseo to show how those decisions would appear in the visitor path.
