1. Turn a blank inquiry into a guided explanation
A conventional form may ask for a name, contact details and a free-text description. Bosseo describes Video Intake as a guided survey delivered with video, with one question at a time and a path built around the firm’s practice areas. That distinction matters for a Gladstone firm serving people in Delta County: a local visitor should not have to guess which facts belong in an initial inquiry or whether the firm wants that type of matter. The municipality and county relationship help define the service area, but they do not tell you which questions every visitor needs.
Recommended approach
Review your current form submissions and identify the information your team repeatedly has to request. Use that review to decide whether a guided path would make the first explanation clearer. Keep questions limited to information your firm can responsibly use for initial screening, and state that submitting an intake does not itself create an attorney-client relationship unless your firm separately says so.
