1. Shape the intake around the work your firm accepts
Bosseo describes Video Intake as a guided survey that asks visitors questions one at a time and qualifies inquiries by case type, urgency and fit. Its public page also describes a separate question path for each practice area and weighting toward the work a firm wants to grow. That matters more than treating every Swanton inquiry alike. Swanton is a municipal town in Franklin County, Vermont, with a 2020–2024 ACS five-year population estimate of 6,820 and a margin of error of 19. That figure describes the town’s population; it does not establish legal demand, lead volume or the right practice-area mix. Your firm should therefore identify the matters it actually reviews before deciding what the visitor sees.
Recommended approach
Bring a current list of accepted, declined and referred matter types to the consultation. Use it to review question paths, qualification rules and the boundary between a useful screening question and a question that belongs in a lawyer consultation.
