1. Start with the questions your firm actually needs
Video Intake is presented by Bosseo as a guided survey that lives on a law firm’s website. It can be organized by case type and can capture information such as case details, timing and fit. That is materially different from asking every visitor to write an open-ended paragraph. A Littlefield firm should not copy a generic questionnaire from another market. Its first review should identify the practice areas it serves in Lamb County and elsewhere in Texas, then distinguish the questions that determine whether an inquiry deserves a consultation from questions that can wait.
Recommended approach
Bring a current intake form, call script or consultation checklist to the review. Decide which answers should create a next step, which should trigger human review and which should end the path with a clear, appropriate response. Keep any geographic question precise: Littlefield, Lamb County and other service areas are not interchangeable.
