What is Video Intake?+
Bosseo describes it as a guided video survey that lives on a law firm’s website. A visitor answers questions one at a time, with paths organized around practice areas and information related to case type, urgency and fit.
How is it different from a contact form?+
A contact form generally leaves the visitor to summarize a situation in open text. Video Intake is described as a guided path that asks selected questions and delivers the completed inquiry with its answers attached. The exact questions and routing should be decided with your firm.
Can a Cut Off firm use different paths for different practice areas?+
Bosseo’s public page says each practice area can have its own qualification path. During a review, you can decide which areas to include and whether location, urgency or another answer should change the next step.
Where can a completed intake go?+
Bosseo states that completed inquiries can be delivered to the team with answers attached. Bosseo also describes delivery to an inbox, CRM and case-management system, with Automation described as supporting connected workflows. Confirm the specific destination and scope for your firm before relying on it.
Can visitors complete the intake on a phone?+
Bosseo describes the widget as mobile-first. Your firm should still review the actual experience on its devices, including readability, accessibility, consent language and an alternative for visitors who do not use video.
Does completing Video Intake mean the firm accepted the matter?+
No. A completed intake is an inquiry for review. Your firm should define qualification, conflicts procedures, contact expectations, referral or decline language, and when representation may begin.