1. Build the intake around the matters your Darien firm evaluates
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Its question path can be organized by case type, so a visitor is not left with a single open text box. The public product description also says the survey can be weighted toward the work a firm wants to grow and can screen for fit and urgency. Those capabilities do not determine which questions are appropriate for your practice. You must decide what information is necessary, what would be premature, and which inquiries should be reviewed by a lawyer or intake team member.
Recommended approach
List the practice areas you actually serve in Darien and elsewhere before deciding on the flow. For each area, identify the minimum information needed to determine whether an inquiry belongs with your firm. Keep legal advice out of the intake experience, and distinguish information gathering from a decision to represent someone. Review whether a Darien inquiry should be handled by the same owner as an inquiry from another service area.
