1. Start with the legal questions your team must answer
Video Intake is described by Bosseo as a guided survey that lives on a law-firm website. The flow can be organized around practice areas and can capture case type, urgency and fit before the inquiry reaches the firm. That makes the first implementation question practical: which answers determine whether your team should continue, redirect, escalate or decline an inquiry?
Recommended approach
List the decision points your intake team already uses. Separate required facts from questions that can wait for a consultation. Then review whether each question belongs in the visitor-facing flow, the team’s follow-up conversation or neither.
