What is Bosseo Video Intake?+
Bosseo describes it as a guided video survey that lives on a law firm’s website. Visitors answer questions one at a time, with the path organized around practice areas and case types before the inquiry reaches the firm.
How is it different from a contact form?+
A contact form commonly asks for basic contact information and an open-ended description. Bosseo’s public description says Video Intake uses a guided, branching survey and can capture information such as case type, urgency and fit. Your firm still needs to decide which questions and outcomes are appropriate.
Can an Oskaloosa firm use different paths for different matters?+
Bosseo says each practice area can have its own question path. In a consultation, confirm which paths fit your firm and how location, eligibility and escalation should be handled.
Where does a completed intake go?+
Bosseo says completed inquiries can be delivered to the firm with answers attached and tagged by case type. Bosseo also describes delivery to an inbox, CRM or case-management system when paired with Automation. Confirm the intended destination and ownership for your firm before implementation.
Does completing the survey mean the firm accepted the matter?+
No. A submission is information for review. Your firm should decide how to communicate that it must evaluate fit, conflicts, urgency and engagement before giving legal advice or accepting a matter.
Can visitors use the experience on a phone?+
Bosseo describes the widget as mobile-first. Review the proposed experience on the devices and browsers relevant to your visitors, and ask what alternative contact route is available for someone who cannot or does not want to use video.