1. Define what a Lisbon visitor should be able to explain
Bosseo describes Video Intake as a guided survey with a video-based experience rather than a blank contact form. Its public page says the flow can be organized around practice areas and can collect information such as case type, urgency and fit. For a firm serving Lisbon village and Waukesha County, begin by deciding which geographic questions are necessary: where the incident, property, proceeding or opposing party is located; whether the person is seeking service in Wisconsin; and whether the inquiry belongs with this firm. Do not treat Lisbon’s population estimate as proof that any particular practice area needs more intake capacity.
Recommended approach
List the matters your firm is willing to review in the Lisbon and Waukesha County service area. For each matter type, identify the minimum information needed for an initial review and the facts that require immediate human attention. Have counsel approve the wording before the flow is used.
