1. Turn a blank form into a guided explanation
A conventional form asks a visitor to name themselves and summarize a legal problem in a box. Bosseo describes Video Intake as a guided survey delivered with video, with one question at a time. The visitor taps an invitation such as “See if you have a case,” then moves through a path built around the firm’s practice areas. Check whether people contacting the firm need help identifying the right practice area, explaining timing or presenting facts that a short message would omit. The local geography should also be explicit in the firm’s own qualification rules: Springs is a CDP in Suffolk County, New York, and should not be treated as interchangeable with the county, a broader metropolitan area or every New York inquiry.
Recommended approach
Map the questions that a Springs visitor must answer before your team can decide whether to respond, schedule a consultation or send the inquiry for review. Keep the path focused on information your firm can use.
