1. Start with the calls your Duarte practice actually receives
Duarte’s recorded relationship to Los Angeles County helps define the geographic context for a firm serving the city. It does not tell you how many prospective clients call, which matters they raise, or whether your team needs more capacity. Those questions belong in an intake review. Bosseo describes Intake Coach as reviewing every intake call and producing an AI score, winability estimate, quoted retainer, call-quality review, summary, extracted facts, and specific coaching suggestions. That creates a basis for examining actual conversations rather than treating the city population as a proxy for opportunity.
Recommended approach
Use the consultation to define which calls belong in the review, what geographic distinctions matter to your firm, and which observations should remain separate from the Duarte population record. Ask how the firm will distinguish a missed callback number, an unanswered objection, an unclear next step, or an escalation issue from a broader question about marketing demand.
