1. Review the response path, not just the outcome
A call can end without an immediate consultation for many reasons. The caller may need a follow-up, may not meet the firm’s criteria, or may have received an unclear next step. Intake Coach is described by Bosseo as reviewing every intake call and providing an AI score, a call-quality review, a summary, and specific coaching suggestions. For an Opp firm, the useful decision is whether those reviews can distinguish a missed opportunity from a properly declined matter. The city’s population estimate should not be used to predict how many calls you receive. Instead, review the conversations your firm actually handles and ask whether the response path was appropriate for the caller’s situation.
Recommended approach
Define the response paths your firm wants reviewed: immediate consultation, attorney callback, follow-up, referral, or decline. Then assess whether the coaching report helps staff apply those paths consistently.
