1. Make the first question easier to answer
A conventional form asks a visitor to name themselves and summarize a legal problem in a text box. Bosseo describes Video Intake as a guided survey that lives on a law firm website and uses video to walk a visitor through one question at a time. The stated purpose is to help explain the visitor’s situation and qualify the inquiry by case type, urgency, and fit. That is relevant for an Edina firm because the local geography should be explicit in the intake conversation: determine whether the matter concerns Edina, another part of Hennepin County, or a location your firm does not serve. Do not treat the city’s population as evidence that visitors will use the tool or that a particular practice area has demand.
Recommended approach
Review the opening language, geographic questions, and exit messages with the person who handles new matters. Decide what a visitor must understand before submitting: that the intake is not yet an attorney-client relationship, what information is safe to provide, and how the firm handles matters outside its service area. Test the flow on a phone as well as a desktop before deciding whether it is clearer than your current form.
