1. Make the first step easier to understand
A blank form asks a person to summarize a legal problem without telling them what the firm needs to know. Bosseo describes Video Intake as a guided video survey on the firm’s website: a visitor selects an entry point, answers one question at a time and provides an inquiry organized around the firm’s case types. For a Lumberton practice, review whether the opening language clearly identifies whom the firm serves in Hardin County and what happens after submission. Do not assume every visitor wants to appear on camera or that every matter belongs in the same path.
Recommended approach
Compare the existing form with a proposed guided flow. Decide whether visitors need a clear non-video or contact alternative, what consent and privacy language the firm requires, and which questions are necessary before staff review. Use only practice areas the firm actually handles.
