1. Start with the visitor’s decision, not a generic form
A conventional form may ask for a name, contact details and an open-ended description. That leaves the visitor to decide what matters and leaves your team to reconstruct the situation later. Bosseo describes Video Intake as a guided, video-led survey that asks one question at a time and is built around the firm’s practice areas. That structure is relevant when a visitor is uncertain about fit or does not know how to summarize a legal problem. Villanova’s geographic relationship to both Delaware County and Montgomery County also makes clear why a firm should define its service area and routing rules explicitly rather than treat every inquiry as identical. The location alone does not establish where prospective clients come from or which matters they need.
Recommended approach
Review the first decision you want a visitor to make: identify a practice area, explain an urgent issue, request a consultation or take another permitted next step. Then assess whether a guided path is clearer than the firm’s current form.
