1. Shape the visitor’s first explanation
Bosseo describes Video Intake as a guided survey delivered with video rather than a blank form. The visitor taps an invitation such as “See if you have a case,” then answers one question at a time. The public product description says the flow can be organized around case type, urgency and fit. For a Meridian firm, that makes the practice-area structure more important than the city label alone. Decide what a visitor seeking help in Meridian or elsewhere in Ada County must explain before your team can determine whether a consultation is appropriate. Keep questions concrete. Ask only for information that changes the next step.
Recommended approach
Map each practice area to its minimum useful first-contact information. Separate questions that establish basic fit from questions better handled during a consultation. Have counsel review wording so the experience gathers information without presenting an intake interaction as legal advice.
