1. Start with the legal questions your firm actually needs answered
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. The flow can be built around practice areas and can capture information such as case type, urgency and fit. The public product description also gives examples of matter-specific questions, including accident date, injuries, treatment, insurance and fault. Those examples are not a reason to copy a personal-injury flow into another practice area. They are a prompt to identify the facts your own attorneys need before a consultation. For a Canton firm serving Norfolk County, define whether the intake is meant for visitors seeking the firm generally, a particular practice area, or a narrower set of matters. Do not treat the town’s population estimate as evidence that any one legal category has demand.
Recommended approach
Bring your current practice-area intake questions to a consultation. Separate required screening questions from information better gathered during a lawyer conversation. Ask Bosseo to show how those questions would shape a visitor path, and decide which answers should create a follow-up task rather than an automatic rejection.
