1. Build the intake around the matters you actually review
Bosseo describes Video Intake as a guided survey that lives on a law-firm website. The flow can be organized around practice areas and case types, with questions intended to capture fit, urgency and relevant matter details. That matters more than simply replacing a form with a video. A Brattleboro firm may serve people in the town, elsewhere in Windham County or beyond; the intake should therefore ask about the matter and service area directly rather than treat a Brattleboro website visit as proof that the inquiry belongs to a particular office or practice.
Recommended approach
Before adopting a flow, list the case types you want reviewed, the matters you do not handle and the facts that determine whether an inquiry should proceed. Ask Bosseo how those rules would be represented in the proposed question paths. Treat any example questions as illustrative until your firm approves them.
