1. Replace the blank form with a guided first conversation
Bosseo describes Video Intake as a website-based guided video survey. Instead of asking for a name, contact details and a free-form description, the visitor moves through a question path. The stated purpose is to help visitors explain what they need and qualify inquiries by case type. That distinction matters when your firm serves a municipal-town geography such as City of Orange rather than treating every website visitor as the same kind of matter. A structured path can ask different questions for different practice areas, but your firm still has to decide what information is necessary and appropriate before a consultation.
Recommended approach
Review your current form and identify where answers are routinely incomplete or require a second screening conversation. Build the proposed intake around those gaps, then check whether each question helps identify practice area, timing, fit or next action.
