1. Make the first question fit the matter
Bosseo describes Video Intake as a guided survey that lives on a law firm website. Its public page says each practice area can have its own question path and that the flow can capture case type, urgency and fit. That matters for a Lake Stevens firm if visitors may arrive with different legal needs but the same generic contact form. A useful review should identify the matters you accept, the matters you decline and the information needed before a team member decides what happens next. Do not treat the city’s population as evidence that any particular practice area needs more capacity. The relevant question is whether your current intake leaves your team without information needed to make a responsible first decision.
Recommended approach
Bring your practice-area list and current intake questions to the consultation. Decide which answers should lead to a consultation request, which should prompt a different next step and which should end the web inquiry. Keep legal advice, outcome promises and definitive case assessments out of the intake language.
