What is Bosseo Video Intake?+
Bosseo describes Video Intake, referred to on its public page as CLIONT, as a guided video survey placed on a law firm website. Visitors answer questions one at a time, with paths organized around practice areas and information such as case type, urgency and fit.
How is it different from a contact form?+
A contact form typically asks a visitor to provide basic details and a free-text description. Bosseo’s public description says Video Intake uses a guided, branching experience and delivers completed answers with the inquiry. Your firm should still review whether the questions, notices and handoff fit its own responsibilities.
Can a Tehachapi firm use different paths for different practice areas?+
Bosseo says each practice area can have its own qualification path. During a review, ask how the firm’s actual practice areas, service geography and routing rules would be represented. Tehachapi’s location in Kern County provides geographic context but does not decide which paths the firm should offer.
Where do completed intakes go?+
Bosseo states that completed inquiries can be delivered with answers attached and describes routing, CRM and case-management handoffs in its public product text. The exact destination and configuration for your firm should be confirmed in the consultation, along with ownership, access and follow-up responsibilities.
Does completing the survey mean the firm has accepted the case?+
No conclusion of that kind should be assumed. A completed survey is information for the firm to review. Your approved wording should explain confidentiality limits, emergency directions, conflict procedures and when, if ever, an attorney-client relationship may arise.
How should we judge whether Video Intake is working?+
Start with operational measures: survey starts and completions, abandonment, routing accuracy, response time, inquiry categories and reviewed qualified inquiries. Keep signed matters and revenue as separate measures, define attribution in advance and avoid treating Tehachapi’s population estimate as a demand forecast.