What is Bosseo Video Intake?+
Bosseo’s public page describes Video Intake, identified there as CLIONT, as a guided video survey that lives on a law firm’s website. Visitors answer questions one at a time, with paths organized around practice areas and qualification information such as case type, urgency and fit.
Can the intake be limited to Willow Park and Parker County?+
The firm should decide its service-area rules and ask Bosseo to review how location questions and routing would support them. Willow Park is in Parker County, but the population record does not establish demand or determine where a firm should accept matters.
Can the firm use different questions for different practice areas?+
Bosseo’s public page says each practice area can have its own qualification path. The firm should supply and approve the questions, weighting and escalation rules rather than assuming one generic path will fit every matter.
Where does a completed intake go?+
Bosseo’s public page says completed inquiries can arrive with answers attached and be tagged by case type. It also describes delivery to an inbox, CRM and case-management system as part of the product ecosystem. Confirm the exact destination, permissions and responsibilities for your firm during the consultation.
Does completing the survey create an attorney-client relationship?+
The survey should not be presented as creating representation. Your firm should approve clear visitor-facing language about submission, confidentiality, conflicts, urgent matters and when an attorney-client relationship may arise.
How should a firm evaluate whether Video Intake is working?+
Start with operational measures the firm can define consistently: starts, completions, incomplete paths, geographic routing, review time, disposition and follow-up. Do not treat illustrative calculator figures, Willow Park’s population or a product description as a forecast of leads, cases or revenue.