1. Review the conversations your Kensington intake process actually creates
Bosseo describes Intake Coach as reviewing every intake call, including calls handled by a firm’s team and calls handled by its AI answering system. The product page says each call can be recorded, transcribed and tagged by case type, then assessed with an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. For a firm serving Kensington in Contra Costa County, the useful question is not how many residents live in the CDP. The useful question is whether your review covers the calls you actually receive and the matters your firm accepts.
Recommended approach
Bring a defined sample of recent intake situations to the consultation, if your firm is permitted to share them. Discuss which case types, service areas and caller circumstances require separate review. Ask how the proposed review would distinguish a missed qualification question from a matter that was correctly declined.
