1. Match the intake path to the work your firm actually accepts
Bosseo describes Video Intake as a guided survey built around a firm’s practice areas. Its public page says each case type can have its own question path and that the experience captures information such as case type, urgency and fit. That matters more than the word “video” by itself. A Nantucket firm may serve people located in Nantucket town and elsewhere in Nantucket County, but the geographic relationship alone does not tell you which matters are suitable for the firm. Your intake should reflect your actual practice boundaries, exclusions and consultation criteria rather than treating every visitor alike.
Recommended approach
List the practice areas and matter types you want the website to distinguish. For each, identify the minimum information an attorney or intake owner needs before deciding whether to respond, request more detail, refer the inquiry or decline it. Ask Bosseo to show how those distinctions would appear in the proposed visitor path.
