What is Bosseo Video Intake?+
Bosseo describes it as a guided video survey that lives on a law-firm website. A visitor answers one question at a time, with the path organized around the firm’s practice areas and case types.
Can an Alma firm limit the path to particular matters?+
The public description says each practice area can have its own qualification path and that the survey can be weighted toward the work a firm wants to grow. The specific case types, questions, and screening rules should be reviewed and approved with your firm.
Does Video Intake decide whether someone has a case?+
No such legal conclusion should be implied by the intake. It can collect and organize information according to an approved path, but your firm must decide how a qualified inquiry is reviewed and whether it should receive a consultation or another response.
Where does a completed intake go?+
Bosseo’s public description says completed inquiries can arrive with answers attached and describes delivery to an inbox, CRM, and case-management system. The exact destination, routing, and any system connection should be confirmed for your firm before implementation.
Should the intake ask for confidential or highly sensitive details?+
That is a firm policy decision. Review what information is necessary at the initial stage, state appropriate limits to visitors, and have the firm approve the language. A public intake should not suggest that submission alone creates an attorney-client relationship.
How should an Alma firm measure whether the experience is useful?+
Start with observable stages such as visits to the intake, starts, completions, matter categories, routing, follow-up ownership, and later disposition where appropriate. Do not treat Alma’s population estimate as evidence of demand, and do not assume that a completion becomes a lead, client, case, or fee.
