1. Start with the matters your Genesee firm actually reviews
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Visitors can answer one question at a time rather than being left with a generic “tell us about your case” field. The public product description says the flow can qualify inquiries by case type, urgency and fit, and can be weighted toward the work a firm wants to grow. That makes practice-area selection the first implementation question. Genesee is a town in Waukesha County, not a label that identifies a particular legal need. Your firm should therefore define its intake scope from its own services and consultation rules, rather than treating the town’s population estimate as evidence that one category deserves priority.
Recommended approach
List the practice areas you are willing to evaluate from Genesee and elsewhere in your service area. For each, identify the facts that determine whether a visitor should receive a consultation, a follow-up request, a referral direction or no further action. Review whether the proposed flow reflects Wisconsin professional-responsibility requirements and your firm’s own conflicts and acceptance procedures.
