1. Start with the visitor’s first explanation
A blank form asks a visitor to decide what matters before your firm has shown them how to explain it. Video Intake uses a guided survey on the website instead. Visitors move through one question at a time, with the path built around the practice areas you choose. Bosseo’s published product information describes video-guided intake, case-type paths and collection of details such as case type, timing and fit. It does not make a legal determination for your firm, and it should not be presented as legal advice.
Recommended approach
Review the first questions your staff currently asks on a screening call. Separate questions that identify practice area, timing, urgency and fit from questions that belong later in a consultation. Then decide which information a website visitor can reasonably provide without being asked to disclose more than is necessary at that stage.
