1. Turn a blank form into a guided first conversation
Bosseo describes Video Intake as a website-based guided video survey. A visitor taps an invitation such as “See if you have a case,” then answers questions one at a time. The public product description says the experience is built around case type, urgency and fit. That matters for an Orion firm because the service area is specific: Orion is a municipal town in Oakland County, Michigan, not a synonym for every household, individual or legal search in the surrounding region. The intake should therefore make your own service boundaries and matter criteria clear rather than treating a location record as proof of need.
Recommended approach
Review the first screen, the invitation language and the point at which a visitor is asked to describe a matter. Decide whether the path explains what your firm handles, what it does not handle and what happens after submission. Use the Orion location as a service-area choice where relevant, but do not use the 2020–2024 ACS population estimate of 38,546 as a forecast of inquiries, cases or revenue.
