1. Start with the visitor’s first explanation
A blank contact form asks a visitor to summarize a legal problem before the firm has shown them what information is useful. Video Intake offers a guided survey on the firm’s website instead. Bosseo’s published product information describes a visitor selecting an entry point, answering one question at a time and receiving a path built around the firm’s practice areas. That structure may make the first explanation easier to complete, particularly for someone using a phone or hesitating over what to write. It does not determine whether the firm has a case, create an attorney-client relationship or replace attorney review.
Recommended approach
Review the firm’s current first-contact experience beside a proposed guided path. Identify where visitors commonly provide too little context, then decide whether a short question sequence would clarify that information without asking for unnecessary detail.
