1. Start with the questions your firm actually needs answered
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Its public page says the flow can be built around practice areas and can capture case type, urgency and fit. It also gives examples of more detailed personal-injury information, including accident date, injuries, treatment, insurance and fault. Those examples should not be treated as a recommended path for every Farmington firm. An estate-planning practice, family-law practice or business-law practice may need different information. The relevant local fact is the service area: Farmington is a town in the Capitol Planning Region, not a shorthand for all of Connecticut. Your intake should therefore make the firm’s actual service boundaries and matter criteria clear rather than treating every visitor as interchangeable.
Recommended approach
Before adopting a flow, list the practice areas you want to review and the facts that determine fit for each one. Decide which answers require immediate human attention, which can wait for ordinary follow-up and which should end the intake with an appropriate instruction. Review whether the questions are suitable for visitors seeking help in Farmington and elsewhere in your stated service area. Do not use the town’s population estimate as a proxy for how many people will complete the survey.
