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 help the firm evaluate the inquiry.
How is it different from a contact form?+
A contact form generally asks a visitor to enter contact details and an open-ended description. The public Video Intake description instead presents a guided, case-type-specific question path. Your firm still needs to decide which questions are appropriate and what happens after submission.
Can the intake cover more than one practice area?+
Bosseo’s public page says each practice area can have its own qualification path. During consultation, review which areas should be included, how they differ, and whether the firm has an owner and escalation rule for each one.
Can a King of Prussia firm limit inquiries by location?+
The firm can decide which location and jurisdiction questions are relevant to its review. King of Prussia is in Montgomery County, Pennsylvania, but that fact alone does not determine whether a matter is within the firm’s service area. Confirm the desired geographic rules before implementation.
Where do completed submissions go?+
Bosseo states that completed inquiries can be delivered to the team with answers attached and tagged by case type. Bosseo also describes delivery to an inbox, CRM and case-management system when paired with Automation. Confirm the actual destination and configuration for your firm before relying on it.
Is Video Intake a substitute for an attorney consultation?+
No conclusion about representation or legal advice should be drawn from an intake submission. The firm should explain what the survey does, what happens after submission and whether a person must review the information before any consultation or next step.