1. Start with the decision a Northbrook visitor must make
A static form often asks a visitor to provide a name, contact information and an open-ended description. Bosseo’s public Video Intake page describes a different path: a visitor taps an intake prompt, watches video guidance and answers one question at a time in a branching survey. The stated purpose is to qualify an inquiry by case type, urgency and fit before it reaches the firm’s calendar. For a Northbrook practice, begin by identifying the decisions that genuinely change the next step. Those might include whether the matter belongs to an accepted practice area, whether the firm serves the relevant location, and whether the visitor should receive a consultation path, a follow-up request or a different instruction. Do not treat Northbrook’s population as evidence that any particular question, practice area or intake volume is needed.
Recommended approach
Bring a written list of accepted and declined matter types to the consultation. Ask Bosseo to show how each answer would change the visitor’s route and what information your team receives.
