1. Define the Newtown visitor you want the intake to serve
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Its public page says the flow can be organized around case type, urgency and fit, with different paths for different practice areas. For a Newtown firm, begin by deciding whether the experience is intended for people seeking service in Newtown, people elsewhere in Delaware County, or a broader Pennsylvania service area. Do not use the municipality’s population as a proxy for demand. Instead, map the geographic questions your firm already uses when deciding whether to review a matter.
Recommended approach
Bring your actual practice-area boundaries and intake rules to the consultation. Ask whether the proposed flow can distinguish a Newtown inquiry from an inquiry outside your service area, and whether the wording makes clear that completing an intake does not itself create an attorney-client relationship. Review the experience on a phone before approving it; Bosseo’s public page describes the widget as mobile-first.
