1. Design the intake around the work your firm accepts
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. Its public product text says flows can be built around practice areas and can qualify inquiries by case type, urgency and fit. That makes the first decision substantive: what should a visitor be asked before your team decides how to respond? A Metuchen firm may serve people in the borough as well as elsewhere in Middlesex County, but geography alone should not determine qualification. The flow should reflect your actual matter criteria, not assumptions drawn from the municipality’s population.
Recommended approach
Bring a current list of practice areas, accepted matter types and disqualifying conditions to the consultation. Ask Bosseo to show how each answer changes the visitor’s path, the information delivered to your team and the recommended ownership of the inquiry.
