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?
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.
