1. Choose the matters your Lexington intake should recognize
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. The public product page also says each practice area can have its own question path and that the survey can be weighted toward the work a firm wants to grow. That makes practice-area selection the first implementation decision. Lexington city is the recorded county relationship in the Census geography, so avoid presenting the city as a proxy for a wider county market. Define the geographic relationship your firm actually serves before deciding which visitors belong in a Lexington-facing path.
Recommended approach
Bring your current practice-area list and identify the matters the firm accepts, declines or sends elsewhere. Ask Bosseo how those rules would be represented, how a visitor’s location would be reviewed, and which answers should stop automated progression and require staff judgment. Do not use the city’s population as a forecast for any practice area.
