1. Turn a blank form into a guided first conversation
Bosseo describes Video Intake as a website-based guided video survey. A visitor selects an entry point such as “See if you have a case,” then moves through a structured question path rather than composing an unstructured paragraph. The public product description says the experience is designed around case type, urgency and fit. That distinction matters for a Countryside firm serving Loudoun County: a local label alone does not tell you what a visitor needs to disclose or which matters belong with your firm. Your practice areas and acceptance rules should determine the opening questions, the information requested and the point at which the inquiry can be reviewed.
Recommended approach
List the facts your team must know before deciding whether to contact a visitor. In the consultation, review whether those facts can be represented clearly without asking for unnecessary detail. Also decide what the visitor should see after completion and who owns the next action.
