What is Video Intake?+
Bosseo describes it as a guided video survey placed on a law-firm website. A visitor answers one question at a time, with the path organized around the firm’s practice areas and intake needs. The consultation should establish the exact questions, paths and delivery arrangements for your firm.
Can the intake distinguish Boaz, Etowah County and Marshall County?+
It can be designed for the geographic distinctions your firm considers important, but your firm must define the legal and service-area rules. Ask Bosseo how location answers can be captured, reviewed and routed within the proposed scope. Do not present the tool’s questions as a legal venue decision.
Can I use it for several practice areas?+
Bosseo’s public product text says each practice area can have its own qualification path. Review which areas you accept, which questions differ, who owns each path and what happens when a visitor selects an area the firm does not handle.
Does submitting an intake create an attorney-client relationship?+
Your website should state that submitting information does not create an attorney-client relationship and does not guarantee representation or a response by a particular time. Have the firm’s lawyer approve the disclaimer and any instructions for urgent situations.
What should we measure?+
Start with measures your team can define consistently: completed and incomplete intakes, practice-area fit, geographic fit, escalation handling, response time and recorded disposition. Do not call an inquiry a case, client or revenue event unless the firm has separately confirmed that status.
Can visitors use a non-video option?+
Do not assume that every visitor can or will use video. Review the need for a conventional contact path, text alternatives, captions, keyboard access and other accessibility accommodations. Ask Bosseo which options are available and include the approved alternative in the firm’s visitor experience.