1. Define the matters your firm wants to review
The Bosseo public product page describes Video Intake as a guided survey built around a firm’s practice areas. Each practice area can have its own question path, and the flow can be weighted toward the work the firm wants to grow. That makes the first conversation a practice-management decision: which inquiries belong in the review queue, and which do not? Instead, it should compare its actual service scope with the geographic area it serves and decide which case types deserve a path. For example, a firm may choose to review only the practice areas it can clearly explain and responsibly screen online.
Recommended approach
Bring your current practice-area list to the consultation. Ask Bosseo to show how each path would distinguish a potentially relevant inquiry from one that needs a different response. Keep legal advice, final case acceptance and conflict review with the firm.
