1. Decide what a Fairview visitor should be asked
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. Its flows can be organized by case type and can capture details such as case type, urgency and fit. For a firm serving Fairview and elsewhere in Collin County, the useful boundary is the firm’s actual service area and matter criteria—not the town’s population estimate. A visitor may be physically located in Fairview, may be seeking help for an issue elsewhere, or may fall outside the firm’s accepted geography. Those distinctions belong in the firm’s qualification rules.
Recommended approach
List the practice areas and geographic conditions that determine whether an inquiry deserves review. Ask Bosseo how those rules would be represented in the visitor path, and identify questions that collect only information the firm is prepared to review and protect.
