1. Turn a first visit into an explainable inquiry
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. A visitor selects an entry point such as “See if you have a case,” then answers one question at a time. Video introduces the firm to the visitor while the survey gathers information by case type. This matters when a generic “tell us about your case” box produces short or incomplete descriptions. Englewood’s relationship to Bergen County gives you a defined local service context, but it does not tell you which practice areas visitors will choose or what they will disclose. Your intake should therefore begin with the matters you actually review in Englewood and elsewhere in your stated service area, rather than with assumptions based on population.
Recommended approach
Map the first screen, the opening explanation and the initial question to your firm’s real consultation criteria. Review whether a visitor can understand what happens next, what information is requested and how to avoid submitting confidential details that your firm does not want at this stage.
