1. Start with the visitor’s first explanation
A contact form usually asks a visitor to summarize a complicated situation in a small number of fields. Video Intake is designed to guide the visitor through one question at a time using a video-led survey. Bosseo’s published product information describes qualification by case type, urgency and fit before the inquiry reaches the firm. That can give your team more context than a name, phone number and short description. It does not determine whether a matter is legally viable, create an attorney-client relationship or replace attorney review. Those decisions remain with your firm.
Recommended approach
Review the first step on your Gibsonton-facing pages. Identify where a visitor is asked to explain a matter, then decide whether a guided path would be clearer than an open text box. Keep legal advice, eligibility determinations and engagement decisions under your firm’s established procedures.
