1. Start with the calls your Commerce practice actually misses
Begin with your own phone records: unanswered calls, abandoned calls, voicemail messages, after-hours calls, busy periods and calls that lack enough information for triage. Review whether callers are contacting the firm from Commerce, elsewhere in Los Angeles County or outside your service area.
Recommended approach
Bring a defined review period to the consultation and separate new inquiries, current-client calls and other calls. Decide which calls should go to your team first, which should activate a backup response and which should be excluded from the AI’s scope.
