1. Start with the matters your Beloit firm actually evaluates
Bosseo’s public description says the survey can be organized by case type and weighted toward the work a firm wants to grow. That makes practice-area design the first decision. A general path may ask too little to distinguish matters; a path that tries to cover every possibility may create unnecessary friction. Because Beloit town is recorded within Rock County, you should also decide whether geographic fit belongs in the qualification path for matters your firm serves beyond the town. The Census record does not establish legal demand, matter volume or client intent, so those questions must come from your firm’s own experience and consultation goals.
Recommended approach
Bring a short list of practice areas, accepted matter types, geographic boundaries and clear disqualifiers to the review. Decide which answers should permit a consultation, which should request more information, and which should stop the intake before it reaches the calendar.
