1. Start with the matters your Ashland firm accepts
Bosseo describes Video Intake as a guided survey that qualifies inquiries by case type, urgency and fit. Each practice area can have its own question path, and the survey can be weighted toward the work a firm wants to grow. That gives you a way to distinguish an inquiry about a matter you accept from one that needs a different response. Because Ashland city and its recorded county relationships are not the same as a statewide service area, define whether your intake is intended for Ashland alone, Ashland County, Bayfield County or another area your firm actually serves.
Recommended approach
Bring a current list of accepted and declined matter types to the consultation. Decide which geographic answers should trigger review, referral, follow-up or no further action. Do not use Ashland’s population estimate as a proxy for prospective-client demand.
