1. Start with the legal questions your firm actually needs answered
Bosseo describes Video Intake as a guided survey that lives on your website and uses a question path for each case type. The public product page says visitors can be qualified by case type, urgency and fit, with flows weighted toward the work a firm wants to grow. That makes the first implementation decision substantive: identify which answers determine whether an inquiry belongs with your firm. A Difficult Run firm serving Fairfax County may handle visitors from different parts of the county, but the location alone does not determine matter fit. Your intake path should distinguish practice area, basic eligibility and urgency according to your own rules.
Recommended approach
Bring your current practice-area criteria to the consultation. Decide which questions should be required, which answers should trigger a follow-up, and which inquiries should not proceed to a calendar. Keep legal advice, conflicts review and final matter acceptance with your firm.
