1. Turn a vague web inquiry into a useful first conversation
A conventional form may return only a name, contact detail and a short description. Bosseo describes Video Intake as a guided survey delivered with video, with questions that adapt to the visitor’s case type. The public product description says the flow can capture information such as case type, urgency and fit, and that completed inquiries arrive with answers attached. That changes the first conversation: your team can review the information the visitor available instead of beginning with the same broad screening questions every time.
Recommended approach
Before adopting the product, write down what a useful first inquiry looks like for each practice area you want to accept. Separate facts needed to assess fit from facts that belong in a later consultation. For a firm serving New Ipswich in Hillsborough County, also decide whether geographic eligibility belongs near the beginning of the path or after the visitor explains the matter. Do not use the town’s population as a proxy for inquiry volume.
