1. Shape the first conversation around the firm’s practice areas
Bosseo describes Video Intake as a guided video survey that lives on a law firm’s website. Its public product page says the survey can use a question path for each case type and capture information such as case type, urgency and fit. That gives an Iowa City firm a reason to review its existing practice-area boundaries before adopting a flow. A page serving Iowa City and Johnson County should not ask every visitor the same questions if the firm handles materially different matters. The firm should decide which questions establish basic fit, which facts require attorney review, and which inquiries should be directed elsewhere. Population context cannot answer those questions; the firm’s own scope and intake experience must do so.
Recommended approach
Bring the firm’s current practice-area descriptions and intake questions to the consultation. Ask Bosseo to show how separate paths would represent the matters the firm actually accepts, without treating every website visitor as a prospective client.
