1. Turn a vague website inquiry into a structured explanation
A conventional form may produce a name, contact details and a short description. Bosseo describes Video Intake as a guided survey delivered with video, with a question path built around a firm’s practice areas. The product page says the flow can qualify by case type, urgency and fit, and that completed inquiries arrive with the visitor’s answers attached. For a Bloomfield firm serving clients in Essex County, the useful question is which facts your team needs before deciding whether to respond, refer, decline or request more information. The township’s municipal boundaries do not define your practice area, so the intake should not treat a Bloomfield address as proof of eligibility.
Recommended approach
List the facts that change an initial decision for each practice area. Separate required screening questions from information that can wait until a consultation. Review whether the wording distinguishes a request for legal information from an invitation to create an attorney-client relationship.
