1. Start with the visitor’s first explanation
A blank form asks a person to summarize a legal problem in a box. Bosseo describes Video Intake as a guided survey delivered with video, with one question at a time and paths built around a firm’s practice areas. That distinction matters when a visitor is unsure what information is relevant. Bosseo’s stated product scope is to help visitors explain what they need, not to determine whether someone has a legal claim or replace attorney judgment. Your firm should identify the minimum facts it needs before a staff member decides whether to respond.
Recommended approach
Review the first-step wording, the video presentation, the amount of typing required and the point at which a visitor can choose a text or contact alternative. Test the experience with people using phones and with visitors who need more time to describe an issue.
