What is Bosseo Video Intake?+
Bosseo describes it as a guided video survey that lives on a law firm’s website. A visitor answers questions one at a time, with the path organized around the firm’s practice areas and intended to capture information such as case type, urgency and fit.
Is Video Intake a replacement for legal advice or an attorney review?+
No conclusion about representation should be drawn from completion of a survey. The firm must decide how submissions are reviewed, how conflicts and deadlines are handled and what language explains that an intake does not itself create an attorney-client relationship.
Can an Englewood firm limit the path by location?+
The firm should define its own geographic eligibility rules and discuss how those rules would be represented in the intake. Englewood is in Montgomery County, Ohio, but the municipality, county and state are different geographic scopes and should not be treated as automatic substitutes.
What information can the survey collect?+
Bosseo’s public description identifies case type, urgency and fit, and gives examples of matter-specific questions. Your firm should decide what else is necessary, lawful and proportionate, then confirm the final question set and handling arrangements during consultation.
Where do completed intakes go?+
Bosseo states that completed inquiries can be delivered to the team with answers attached and describes delivery to an inbox, CRM and case-management system as part of its public product text. Ask for confirmation of the systems, routing, permissions and implementation scope relevant to your firm.
How should we judge whether it is working?+
Start with measures your firm can observe: completed and incomplete intakes, category accuracy, ownership, review time, follow-up and consultations scheduled. Do not treat population, survey completion or a submitted inquiry as proof of demand, a case or revenue.