1. Turn a vague inquiry into a usable first conversation
A conventional form may collect a name, contact details and a short description. Bosseo describes Video Intake as a guided survey that asks one question at a time and qualifies an inquiry by case type, urgency and fit. The public product page also describes completed intakes as arriving with answers attached. That changes the intake question from “Did someone submit a form?” to “Do we have enough structured information to decide who should respond and what the first conversation should cover?”
Recommended approach
List the facts your team must have before deciding whether to respond, decline, schedule or request more information. Keep the list tied to each practice area rather than treating every Clarinda inquiry alike. Review whether each question is necessary, understandable on a phone and appropriate for a visitor who has not yet spoken with counsel.
