Start with the decision your intake must support
Bosseo describes Video Intake as a guided video survey that lives on a law-firm website. Visitors answer questions about their situation, while the flow is organized around practice areas and can qualify an inquiry by case type, urgency and fit. The relevant design question for your firm is which answers determine whether a Winthrop or Kennebec County inquiry should receive a consultation, a request for more information, a referral or another response. Do not begin with a generic questionnaire. Begin with the matters you accept, the matters you decline and the facts your team needs before deciding.
Recommended approach
List each practice area you want the experience to address. For every area, identify the minimum facts needed to evaluate fit, the circumstances requiring prompt human review and the inquiries that should not proceed to a calendar request. Ask Bosseo to show how those decisions would be represented in the proposed flow rather than assuming one path fits every matter.
