1. Turn a Loveland visitor’s first question into a structured inquiry
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. A visitor selects an invitation such as “See if you have a case,” then proceeds through a question path built around the firm’s practice areas. The public product description says the flow can capture case type, urgency and fit, rather than relying on a name, contact detail and free-text summary. For your firm, Loveland should be handled as a defined service area in the intake conversation. That does not tell you which people will contact the firm or which matters you should accept. It does give you a concrete boundary to discuss when deciding whether location belongs in the qualification path.
Recommended approach
Review the current contact form and identify the facts a reviewer needs before deciding who owns an inquiry. Then decide whether the intake should ask for location, practice area, timing or another fit question. Keep the geographic rule explicit: Loveland, a listed county relationship, Ohio generally, and an individual household are not interchangeable categories.
