Turn a Flagstaff visitor’s first explanation into a usable intake
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. The visitor taps an invitation such as “See if you have a case,” answers one question at a time and receives a path built around the firm’s practice areas. The public product description says the flow captures case type, urgency and fit, rather than leaving staff with a name and an open text box. For a firm serving Flagstaff, define the geographic question explicitly: is the visitor seeking representation in Flagstaff, elsewhere in Coconino County, or outside the firm’s stated service area? Do not treat the city’s population as proof that any one path is needed.
Recommended approach
Map the smallest set of facts your team needs before a person receives a consultation option. Keep geographic eligibility, practice area and urgency distinct. During a review, compare that proposed path with real recent inquiries and decide which answers should trigger a human review instead of an automatic next step.
