1. Turn an open-ended form into a defined first conversation
Bosseo describes Video Intake as a guided survey delivered with video rather than a blank contact form. Its public page says visitors move through one question at a time and that the flow is organized around practice areas and case type. That distinction matters when a firm serves people in more than one state: a useful intake should make the visitor’s matter understandable without asking the person to choose the firm’s internal vocabulary. The firm still needs to decide which facts belong in an initial inquiry and which belong in a consultation. Oregon township, Michigan, is recorded in Lapeer County, so a firm evaluating local routing should not treat that township as interchangeable with Oregon the state or with every Michigan service area.
Recommended approach
Bring a written list of practice areas, service territories and first-response owners to the consultation. Ask how a visitor’s case type and location would appear to your team, and identify questions that should trigger review rather than an automatic conclusion.
