What is Bosseo Video Intake?+
Bosseo describes Video Intake, called CLIONT on its public product page, as a guided video survey embedded on a law firm’s website. Visitors answer questions one at a time, with the path organized around practice areas and the firm’s qualification rules.
Can a Holtville firm use different paths for different practice areas?+
Bosseo’s public page says each practice area can have its own question path. During a consultation, your firm should identify the paths it needs, the information each path collects and the rules used to route or review the resulting inquiry.
Does completing the intake mean the firm has accepted the matter?+
No. A completed intake is an inquiry for review. Your firm still needs its own conflict-checking, legal-evaluation, engagement and non-engagement procedures. Those instructions should be approved before the experience is published.
Where can completed inquiries go?+
Bosseo says completed inquiries can be delivered with answers attached and describes delivery to an inbox, CRM and case-management system. Confirm the exact destination, connection, permissions, tags and follow-up behavior for your firm rather than assuming a particular setup.
Will Video Intake work on a phone?+
Bosseo describes the widget as mobile-first and embeddable on an existing website. Your firm should still review the actual experience on its supported devices and ask about captions, keyboard access, readable text, focus order and an alternative for visitors who cannot use the video flow.
What should a firm measure before deciding whether it is working?+
Define the measures before implementation. Useful review points may include starts, completions, incomplete submissions, response timing, review outcomes, accepted consultations and later matter stages. A submission is not automatically a qualified matter, engagement or revenue event.
