1. Design the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey that lives on your website. It can be organized around practice areas and case types, with questions intended to capture information such as case type, timing and fit. That makes the first design question specific: which answers determine whether a White Oak visitor should receive a consultation, a different response or no immediate calendar invitation? The city’s relationship to Gregg County is useful geographic context, but it does not tell you which legal services visitors need. Your practice mix and acceptance rules must supply that distinction.
Recommended approach
List the practice areas you want the experience to address. For each one, identify the facts your team needs before a first conversation, the facts that require human review and the situations that should trigger a clear next step. Keep the path understandable on a phone and avoid asking for information your firm will not use.
