What is Bosseo Video Intake?+
Bosseo describes Video Intake, called CLIONT on its public product page, as a guided video survey that lives on a law firm’s website. A visitor answers one question at a time, with the path organized around the firm’s practice areas and qualification needs.
Can the intake support more than one practice area?+
The public product text says each practice area can have its own qualification path. During a consultation, identify the practice areas you want to include and confirm the questions, routing and review rules for each one.
Can the experience ask about Neptune or another location?+
The appropriate geographic question depends on your service boundary and acceptance rules. Neptune is a municipal-town in Monmouth County, New Jersey. Discuss with Bosseo where location belongs in the path and whether location should affect routing. Do not infer legal need or demand from the township population estimate.
Where does a completed intake go?+
Bosseo states that completed inquiries are delivered to the firm with answers attached and describes case-type tagging. Its public page also discusses delivery to an inbox, CRM and case-management system, with Automation. Confirm the exact destination and supported configuration for your firm before implementation.
Is Video Intake a substitute for legal advice or a consultation?+
No conclusion about representation or legal advice should be drawn from submitting an intake. The experience helps collect and qualify an inquiry. Your firm must decide how it communicates next steps, handles urgent information and determines whether a consultation or attorney review is appropriate.
How should our firm evaluate whether it is working?+
Review whether visitors complete the path, whether the answers contain the information your team needs, whether ownership is clear and whether follow-up occurs according to your policy. Local population data does not establish expected submissions, signed matters or revenue, so use your firm’s own observations rather than a forecast.