1. Start with the calls your team owns
Bosseo describes a team-first routing model: calls ring your people first, and the AI steps in when nobody answers within 20 seconds. That makes ownership the first Montgomery implementation decision, not an afterthought. Define which calls should remain with your front desk, which unanswered calls may move to AI Answering, and who reviews the resulting summaries. A firm serving Montgomery city and Montgomery County may also need to distinguish callers seeking an appointment from current clients, opposing parties, vendors or other callers. The location does not tell you which categories are common; your phone records and staff experience must do that.
Recommended approach
Map your current call path before a consultation. Write down the primary answering team, unanswered-call threshold, after-hours rule, overflow rule and person responsible for reviewing urgent or potentially new-client calls. Ask Bosseo to show how those rules would be represented and where the handoff occurs.
