1. Define which Delavan inquiries the intake should evaluate
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public product page says the flow can qualify an inquiry by case type, urgency, and fit, with weighting toward the work a firm wants to grow. For a Delavan firm, begin with the matters you actually serve in the Delavan and Walworth County area rather than treating every website visitor as interchangeable. The Census identifies Delavan’s county relationship as Walworth County; it does not establish which legal services residents need or whether a particular matter type is commercially attractive.
Recommended approach
Bring a current list of practice areas and the geographic boundaries your firm accepts. Ask Bosseo to review whether each practice area needs a separate question path, what constitutes a qualified inquiry, and which situations should be declined, referred, or escalated for human review.
