Turn the first explanation into a useful intake
Bosseo describes Video Intake as a guided survey that lives on a law firm website. The visitor selects an entry point, answers one question at a time and submits information organized around the firm’s practice areas. That gives your team more context than a name, phone number and open text box. The product page describes video guidance, branching question paths and completed inquiries delivered with answers attached. Those capabilities do not decide what your firm should ask. You still need to identify the facts that separate a possible matter from an inquiry requiring a different response.
Recommended approach
Start with the practice areas you actively evaluate in Ellensburg. Write down the minimum facts needed for an initial review, the facts that require escalation and the information that should not be requested through a public website. Keep legal advice, promises of representation and conclusions about a visitor’s matter out of the intake experience. Ask Bosseo to show how your proposed questions would appear before deciding whether the path is appropriate.
