1. Start with the matters your Waupaca firm actually reviews
Video Intake is built around practice-area and case-type paths. That matters when a firm serving Waupaca and Waupaca County handles more than one kind of inquiry: a visitor should not be asked to provide the same information for every matter. Bosseo’s public product description says the flow can capture case type, urgency and details needed by the intake team, with qualification weighted toward the work a firm wants to grow. The relevant local decision is geographic scope. Decide whether the flow should identify Waupaca city, Waupaca County, or another service area as part of the firm’s own intake rules. Do not treat the city population estimate as evidence that one practice area will generate more inquiries.
Recommended approach
Bring your current practice-area list, acceptance criteria and service-area rules to the consultation. Ask Bosseo to show how each path would distinguish an inquiry your firm reviews from one it does not.
