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? A Gahanna firm should define those answers for the matters it serves in Franklin County rather than treating the city’s population as evidence of a particular case mix. Population is eligibility context, not a forecast of demand.
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.
