1. Turn a Pilot Point visitor’s first question into a defined intake path
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. Visitors tap an invitation such as “See if you have a case,” watch video guidance and answer questions one at a time. The public product description says the survey is organized by case type and can capture factors such as urgency and fit. For a Pilot Point practice, begin by listing the matters you actually review from this geographic area. Do not treat Pilot Point’s population or its county relationships as proof that any particular practice area is needed. Instead, decide whether a visitor seeking help from Pilot Point, Cooke County, Denton County or Grayson County follows the same initial path or requires a different review.
Recommended approach
Bring your current intake questions to the consultation. Ask Bosseo to show how those questions could be arranged by practice area, what information is required before submission, and which answers should prompt human review.
