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? A firm serving Big Stone Gap and Wise County should not treat the town’s population as proof of a particular legal need. 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.
