1. Replace the blank-form handoff with a guided explanation
Bosseo describes Video Intake as a guided survey that lives on a law firm website. A visitor taps an invitation such as “See if you have a case,” then moves through a video-led sequence rather than being asked to write a vague paragraph. The public product description says the flow captures information such as case type, urgency and fit. That distinction matters when your firm serves Williamston or other parts of Martin County: the local label alone does not tell you what a prospective client needs to explain. Your intake should reflect the matters you actually review, not assume that every visitor has the same situation.
Recommended approach
Review the current contact path from a Williamston visitor’s perspective. Identify where a person must decide what to write, what information is missing from the first submission and which questions staff repeatedly ask later. Use that review to decide whether a guided video path would make the first conversation more useful. Keep any legal eligibility or advice language subject to your firm’s own review.
