Turn a vague website inquiry into a defined starting point
A conventional form may ask for a name, contact details and an open text box. Bosseo describes Video Intake as a guided survey presented through video, with a question path built around a firm’s practice areas. For an Oakville firm, the useful local question is whether the website serves people seeking the firm from Oakville and the wider Naugatuck Valley Planning Region, rather than treating the CDP’s population estimate as a forecast of cases. Review which matter types you accept from that geography and what information lets your team decide whether to respond, refer or decline.
Recommended approach
Map each accepted matter type to the minimum facts needed for an initial review. Keep legal advice, case evaluation and promises out of the intake itself. Ask Bosseo to show how the visitor is told what happens after submission and how your firm can revise the question path when your review rules change.
