1. Start with the calls your firm actually handles
Bosseo describes Intake Coach as a law-firm-specific service in which every intake call is captured, transcribed, tagged by case type, scored, and reviewed. The product page says the resulting report can include an AI score out of 100, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those details make the product relevant to an operational question for a Greenwood practice: where does a real caller's conversation lose clarity or momentum? The Greenwood population estimate cannot answer that question. Your own calls can provide the appropriate starting point.
Recommended approach
Bring a representative description of your current intake path to a consultation. Identify how a caller reaches the firm, who owns the first response, what information must be collected, when an attorney becomes involved, and what happens after the call. Ask Bosseo to show how those decisions would appear in an Intake Coach review.
