1. Start with the calls your team does not answer
Bosseo describes a team-first routing model: calls go to your people first, and the AI answers when nobody picks up within 20 seconds. It also describes coverage for nights, weekends, holidays and overflow, with up to 20 simultaneous calls. For a La Crescenta-Montrose firm, define the geographic boundary before reviewing the system. Are you evaluating calls from people in La Crescenta-Montrose only, or calls to a firm that serves clients across Los Angeles County and elsewhere in California? The CDP’s relationship to Los Angeles County does not determine your intake territory. It should instead prompt a clear decision about which callers the system is intended to serve.
Recommended approach
Review a representative period of your own phone records. Separate unanswered calls by after-hours, lunch or meeting coverage, busy-line overflow, current-client calls and potential-new-client calls. Use those observed categories—not the local population estimate—to decide which routing rules deserve attention.
