1. Turn a vague Chandler inquiry into a usable first account
A conventional form often asks for a name, contact details and an open text description. Bosseo describes Video Intake differently: a visitor taps an invitation such as “See if you have a case” and moves through a guided video survey. The public product page says the survey can capture information such as case type, timing, fit and matter value, with the exact path adapting to the visitor’s answers. That distinction matters when your firm serves a municipality in Maricopa County but does not want every inquiry handled identically. A visitor’s county relationship, matter category and urgency may affect who should review the inquiry and what happens next. The product should not be treated as a legal determination or a substitute for attorney judgment. Your team still decides what information is sufficient, what requires follow-up and whether a consultation is appropriate.
Recommended approach
Map the minimum facts your firm needs before a first conversation. Separate questions that establish basic fit from questions that belong in attorney review. Ask Bosseo to show how those questions would appear in a Chandler-facing website experience and how a visitor’s answers would be delivered to your team.
