What is Bosseo Video Intake?+
Bosseo describes Video Intake, identified on its public page as CLIONT, as a guided video survey on a law-firm website. A visitor answers questions one at a time, and the flow is designed to qualify an inquiry by case type, urgency and fit.
How is it different from a contact form?+
A contact form generally asks a visitor to provide basic contact details and a free-text description. Bosseo’s public page describes Video Intake as a structured, video-guided path with questions built around the firm’s practice areas. The exact questions and decisions should be reviewed with your firm.
Can a Milford firm choose the questions and case types?+
Bosseo states that flows are built with the firm, practice area by practice area, and that each case type can have its own question path. Your firm should decide which questions are appropriate, what requires human review and what must not be treated as legal advice.
Where can completed inquiries go?+
Bosseo says completed intakes can be delivered with answers attached to a team’s inbox, CRM and case-management system, and that routing and follow-up can be paired with Bosseo Automation. Confirm the specific destinations, permissions and configuration for your firm during consultation.
Is Video Intake a substitute for an attorney?+
No. It is an intake and qualification tool, not a legal opinion or a final representation decision. Your firm should explain the review process, avoid implying that submission creates an attorney-client relationship and provide appropriate instructions for urgent situations.
How should we judge whether it is working?+
Agree on measures that reflect usable intake rather than survey completion alone. Possible review points include starts, completions, incomplete submissions, routing accuracy, human review status and response disposition. Do not assume that Milford’s population estimate predicts demand, leads, cases or revenue.