1. Turn a Mount Vernon visitor’s first explanation into a usable intake
CLIONT is described by Bosseo as a guided video survey that lives on a law-firm website. Instead of asking for a name, contact details and an open-ended paragraph, it walks a visitor through questions built around the firm’s practice areas. The public product description says completed inquiries can include answers organized by case type, urgency and fit. For a firm serving Mount Vernon, begin by identifying the decisions your team actually makes when reviewing a new inquiry: practice area, location, timing, conflicts or other eligibility questions, and whether the matter needs immediate human attention. Do not treat every Mount Vernon visitor as the same kind of prospective client.
Recommended approach
Map the questions to your existing intake judgment. Keep the first version focused on distinctions your firm is prepared to act on, and review whether the flow communicates that submitting information does not create an attorney-client relationship.
