1. Build the intake around the work your Seneca Falls firm actually accepts
Bosseo describes Video Intake as a guided survey that lives on a law firm website. The visitor taps an invitation such as “See if you have a case,” answers questions about the situation and receives a path built around the firm’s practice areas. Each practice area can have its own question path. That matters when your firm serves Seneca Falls and the wider Seneca County relationship recorded for the CDP: the local label alone does not tell you which matters are appropriate for your practice. Your team must define the accepted matter types, the matters that need more information and the matters that should not proceed.
Recommended approach
Start with the practice areas you actively want to evaluate from website inquiries. For each one, identify the facts a staff member needs before a consultation can be considered. Keep the flow focused on useful qualification rather than asking every visitor for a long narrative. During a consultation, review whether the wording is understandable to a person who is uncertain about whether they have a legal issue.
