Start with the matters your Bellmore firm actually wants to review
Bosseo describes Video Intake as a guided survey that lives on your website. The flow can be organized around practice areas and case types, with questions intended to capture fit, urgency and matter value before an inquiry reaches your team. For a firm serving Bellmore in Nassau County, the local decision is not to create a generic “New York” questionnaire. It is to identify which matters your firm accepts in this service area and which answers should lead to review, decline, referral or another response.
Recommended approach
List the practice areas and geographic boundaries your firm uses today. For each one, decide what information is necessary for an initial review, what information should never be requested through a public website, and who owns the next response. Ask Bosseo to show how those decisions would shape the proposed question paths rather than assuming that one intake flow fits every matter.
