1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey organized by case type, with qualification focused on fit, urgency and matter value. Bosseo also says each practice area can have its own flow and that the survey can be weighted toward the work a firm wants to grow. That makes practice-area selection the first decision, not an afterthought. A firm serving Clarkston Heights-Vineland should identify which inquiries it wants the website to explain, which facts determine an initial review, and which matters should not proceed to a calendar request.
Recommended approach
Bring a short list of practice areas and screening questions to the consultation. Keep the geographic relationship precise: Clarkston Heights-Vineland is in Asotin County, Washington. Instead, compare the proposed flow with your existing intake policy and decide which answers should trigger review, decline, or another response.
