1. Turn a Bellevue visitor’s first explanation into a usable intake
Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. The visitor taps an invitation such as “See if you have a case,” answers one question at a time and receives a path built around the firm’s practice areas. The public description says the flow can qualify by case type, urgency and fit, and that completed inquiries arrive with answers attached. For a Bellevue firm, review whether those questions collect the facts your team actually needs at the first conversation rather than merely adding more fields.
Recommended approach
Map each intended practice area to the minimum information needed to decide who should review an inquiry, what should happen next and which matters are outside scope. Keep the Bellevue reference precise, and distinguish Bellevue from King County or a broader service area in the intake language.
