1. Start with the matters your Lake Mills firm actually evaluates
Video Intake is built around practice-area paths rather than one generic “tell us about your case” box. Bosseo’s public description says the guided survey can qualify inquiries by case type, urgency and fit, with a separate question path for each practice area. For a firm serving Lake Mills and Jefferson County, that means the consultation should begin with the matters you accept, decline or refer—not with assumptions drawn from the city’s population. A local population estimate cannot tell you which legal services visitors need. Your intake history, consultation notes and referral patterns are more relevant to deciding what the survey should ask.
Recommended approach
Bring a current list of practice areas and matter-screening rules to the review. For each area, identify the facts that determine whether an inquiry should reach a calendar, receive a follow-up request, go to another team member or be declined. Ask Bosseo how those decisions would be represented in the proposed flow.
