1. Make the first question fit the matter
Bosseo describes Video Intake as a guided survey that lives on a law firm website. Bosseo 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. 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.
