What is Bosseo Video Intake?+
Bosseo describes it as a guided video survey that lives on a law firm’s website. Visitors answer questions about their situation, and the inquiry is intended to be qualified by case type, urgency and fit before reaching the firm’s team.
How is it different from a contact form?+
A contact form generally asks a visitor to enter contact details and describe the matter. Bosseo’s public page describes Video Intake as a guided, branching experience with a question path for each practice area. Whether that produces more useful information for your firm should be evaluated against your current intake records.
Can a Washington firm use different paths for different practice areas?+
Bosseo says each practice area can have its own qualification path. Your firm would still need to decide which practice areas to include, what questions matter and which answers require attorney review.
Where do completed inquiries go?+
Bosseo says completed intakes are delivered with answers attached and describes delivery to an inbox, CRM and case-management system. The public page also presents Automation as a related service. Confirm the systems, routing and scope available for your firm during the consultation rather than assuming a particular connection.
Does Video Intake replace a lawyer’s review?+
No conclusion about legal merit should be delegated to a questionnaire. Use the intake to collect and organize information, identify a possible fit and route the inquiry. Establish which decisions remain with your attorneys or designated staff.
What should we measure before deciding?+
Measure the events tied to your decision: starts, completions, case-type identification, assignment, response, accepted matters and declined matters. Compare those records with your existing process where appropriate. Do not use Washington’s population estimate to create a forecast for leads, cases or revenue.