1. Start with the visitor’s first workable explanation
A blank contact form asks a visitor to decide what matters before your firm has helped them organize the situation. Video Intake replaces that initial open-ended request with a guided experience. The visitor can move through short, practice-specific questions and explain what they need step by step. Bosseo’s published product information describes case-type flows that can capture information such as case type, urgency, fit, and other matter details. Your firm should decide which facts are appropriate for each practice area and which questions are unnecessary at the first contact.
Recommended approach
Review your existing form, missed-call notes, and intake conversations for recurring gaps. Then select only the early facts your team needs to determine the next appropriate response. Keep the first path focused; do not treat the intake as a substitute for legal advice or a full consultation.
