1. Make the first website question easier to answer
Bosseo describes Video Intake as a guided survey that lives on a law firm website and uses video rather than a blank form. A visitor selects an entry point such as “See if you have a case,” then answers questions one at a time. For a firm serving Highland, the useful local decision is where Highland should appear in the visitor experience and how the firm should distinguish service coverage from assumptions about the person’s legal problem. Highland’s municipal boundary and its Lake County relationship can inform the firm’s geographic review; they do not establish that a visitor is a Lake County resident or that the visitor has a particular matter.
Recommended approach
Review the opening language, geographic questions and consent or notice language with counsel. Keep the experience understandable to a visitor who knows only that they need help. Decide which questions are necessary before a team member reviews the inquiry, and which belong in a later consultation.
