1. Start with the questions your firm must answer
Bosseo describes Video Intake as a guided survey that lives on your website. It can be organized by practice area and can capture information such as case type, urgency and fit. The public product description also gives examples of matter-specific questions, including accident date, injuries, treatment, insurance and fault for an injury flow. Those examples should not be copied into every practice area. A Lower Salford firm should first identify which facts determine whether an inquiry belongs with the firm, another practice group or no consultation. The township’s relationship to Montgomery County may also matter when your firm defines geographic fit, but the location alone does not decide eligibility.
Recommended approach
List each practice area you want the website to address. For every one, mark the questions that establish jurisdiction, timing, matter type, conflicts-review needs and the next human action. Keep legal advice out of the intake and decide which answers require attorney review rather than automatic screening.
