1. Build the flow around the work your Greenville firm accepts
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. The survey can be organized by case type and weighted toward the practice areas a firm wants to prioritize. That makes the first design question specific: which inquiries should receive a consultation path, and which should receive a different response? Greenville’s relationship to Providence County provides geographic context, but it does not determine which legal matters are appropriate for your firm. Your existing matter records, conflict rules and practice-area boundaries should do that work.
Recommended approach
List the practice areas you actively evaluate, then identify the minimum information needed to decide whether an inquiry belongs in each path. Keep legal advice out of the intake experience. Have counsel review wording, disclaimers, routing rules and any sensitive questions before publication.
