1. Start with the visitor’s first explanation
A conventional contact form often asks a visitor to summarize a complicated situation in a box. Video Intake uses a guided survey with video to lead the person through one step at a time. Bosseo’s published product information describes qualification by case type, urgency and fit, with completed answers attached to the inquiry. That gives your team more context before the first conversation, subject to the questions and rules you approve.
Recommended approach
Map the minimum information your firm needs before deciding whether to respond. Keep the initial path understandable, avoid asking for unnecessary sensitive details, and have the responsible attorney review wording, disclaimers and handling of submissions.
