Turn a New Square visitor’s uncertainty into a defined intake path
A visitor may know that a legal problem exists without knowing which practice area, facts or documents matter. Bosseo’s Video Intake product uses a guided survey delivered with video instead of a blank contact form. The public product description says the flow can be organized by case type and can capture details such as urgency and fit. That gives your firm a way to decide which questions belong before a consultation and which belong with a lawyer. New Square’s relationship to Rockland County also makes geographic qualification worth deciding explicitly: determine whether county, municipality, court, residence or another location affects fit for each practice area.
Recommended approach
Map each New Square and Rockland County service path separately. Decide which location questions are eligibility questions, which are routing questions and which should never disqualify a visitor without human review.
