1. Shape the intake around the matters you actually review
Video Intake is presented by Bosseo as a guided survey built around a firm’s practice areas. Each case type can have its own question path, and the public product description says the flow can capture case type, timing, fit and matter details. For a Lander firm, the useful geographic question is not how many people live in the city. It is which service areas you accept from Lander, Fremont County or elsewhere in Wyoming, and whether those geographic boundaries belong in the qualification path.
Recommended approach
List the matter types you want to evaluate first. For each one, identify the minimum facts needed for an initial review, the locations you serve and the situations that require a human response. Keep those rules separate rather than treating every visitor as the same kind of inquiry.
