1. Make the first question easier to answer
A conventional form asks a visitor to choose the right words, summarize a stressful situation and decide how much detail to provide. Bosseo describes Video Intake as a guided video survey that presents one question at a time and is built around a firm’s practice areas. That structure is relevant to a Millburn firm because the target geography is specific: Millburn township is recorded in Essex County, New Jersey, not as a synonym for the entire state or every nearby market. Your intake should therefore make the firm’s service area and matter boundaries clear rather than treating every visitor as interchangeable.
Recommended approach
Review the opening screen, call to action and geographic wording with counsel. Decide whether the flow should first ask what type of matter the visitor has, whether the firm serves the relevant location, or whether another boundary should be stated before collecting sensitive details.
