1. Turn a blank form into a guided explanation
Bosseo describes Video Intake as a website-based guided video survey. A visitor taps an invitation such as “See if you have a case,” then answers one question at a time. The public product text says the flow is built around practice areas and can capture case type, urgency and other details selected for the matter. That is materially different from asking an Orange visitor to summarize a complicated problem in a single text box. The local decision is not to assume that Orange residents need a particular legal service. Instead, identify which services your firm actually accepts from people in Orange and determine whether each deserves a distinct path.
Recommended approach
List the practice areas and matter types you want the intake experience to address. For each, define the facts your team needs before deciding whether to contact the visitor. Exclude any service, jurisdiction or matter type that your firm does not handle. Ask Bosseo to show how those distinctions appear in the guided experience.
