Start with the matters your firm actually wants
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Visitors answer one question at a time, and the flow can qualify an inquiry by case type, urgency and fit. The public product description also says the survey can be weighted toward higher-value work and screen out price-sensitive or low-fit inquiries. Those capabilities matter only after you define what “fit” means for your firm. A Martinsburg firm may serve clients within Berkeley County, elsewhere in West Virginia, or in a broader service area. The city’s population record does not tell you which practice areas generate demand, and it should not be used to assume that a particular case type or visitor profile is common.
Recommended approach
Bring a written acceptance policy to the consultation. Separate required facts from helpful facts, identify matters that should be declined, and decide which answers warrant immediate human review. Ask Bosseo to show how separate paths would represent your actual practice areas without implying that every visitor is a prospective client.
