1. Start with the matters your Sun Prairie firm actually accepts
Bosseo describes Video Intake as a guided survey that lives on your website. It can ask questions one at a time and create a path around case type, urgency and fit. The public product page also says each practice area can have its own flow and that qualification can be weighted toward the work a firm wants to grow. For a firm serving Sun Prairie in Dane County, that means the first decision is local service scope: which matters should be considered for Sun Prairie residents, which are handled elsewhere in Dane County, and which are outside the firm’s intake criteria. The city’s population estimate does not tell you which practice areas need more inquiries or which matters are valuable. Your acceptance rules must do that.
Recommended approach
Bring your actual practice-area boundaries to the review. Decide which questions establish basic fit, which answers require attorney review and which situations should receive a clear non-qualification or alternate next step. Keep the flow aligned with Wisconsin practice obligations and your firm’s own policies; do not treat the video survey as a substitute for legal advice or a conflicts decision.
