1. Turn a vague website inquiry into a usable first account
A conventional contact form may ask for a name, phone number and free-text description. Bosseo describes Video Intake as a guided survey that lives on a law-firm website and uses video to walk visitors through questions one at a time. The public product description says completed inquiries can include answers organized by case type, urgency and fit. That gives your firm a basis for deciding what an initial website inquiry must contain before a person reviews it. For Somerset, keep the geographic question precise. A visitor may be in Somerset township, elsewhere in Somerset County or outside the firm’s service area. Do not treat the township population estimate as proof that any particular matter type is common. Use geography as a qualification question only when it affects acceptance, venue, coverage or referral decisions.
Recommended approach
Write a short intake brief for each accepted matter type. Identify the facts needed for an initial review, the facts that require attorney judgment and the facts that should not be requested before a consultation. Include a clear instruction that the video intake does not create an attorney-client relationship and should not be used for emergencies or urgent deadlines if that reflects the firm’s approved policy.
