1. Build the intake around the work your firm actually reviews
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Each practice area can have its own question path, with the flow organized around case type, urgency and fit. That matters more than treating every inquiry from Hopewell and York County as the same. A personal-injury visitor may need a different first set of questions from an estate-planning visitor, while a firm that accepts only selected matters may need a clear way to identify non-fit inquiries. Ask whether your present form captures the facts your team needs and whether different matter types currently arrive in the same queue.
Recommended approach
List the practice areas you want to review, then identify the minimum facts needed to decide whether each inquiry should move forward. Confirm which answers should trigger review, decline, referral or another response. Keep legal advice and definitive case conclusions out of the intake experience.
