1. Turn a Live Oak web visit into an explainable inquiry
A visitor may arrive from anywhere in the firm’s service area, while the firm may accept only certain matters, locations or stages of a dispute. Video Intake replaces a blank form with a guided path in which the visitor answers one question at a time. Bosseo describes the product as a website-based video survey that qualifies inquiries by case type. That makes the first design decision geographic and legal: define what “serving Live Oak” means for your firm, then decide whether location belongs in the qualification path. Live Oak is in Bexar County, but that relationship does not establish that every Live Oak visitor is eligible for representation.
Recommended approach
List the jurisdiction, venue, residency and matter-location questions your team actually uses. Review whether Live Oak should be a routing value, a screening question or simply part of the visitor’s stated location. Do not use the city’s population as a proxy for intake demand.
