1. Replace the blank-form opening with a guided first conversation
Bosseo describes Video Intake as a website experience in which a visitor taps an invitation such as “See if you have a case” and completes a guided video survey. Bosseo says the flow presents one question at a time and is built around a firm’s practice areas. That matters for a Swoyersville firm because the borough is a defined municipality in Luzerne County, while your service area may extend beyond it. The intake should therefore distinguish the location of the matter, the visitor’s location and the geography your firm accepts rather than treating every inquiry as interchangeable.
Recommended approach
Review the opening screen, geographic questions and practice-area choices together. Decide which answers should permit a next step, which require staff review and which should produce a clear non-engagement or referral message.
