1. Start with the calls your firm actually handles
Intake Coach is presented as a law-firm-specific product that reviews every intake call, including calls handled by a firm’s team or by the Bosseo AI Phone System. The stated report includes 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 Conning Towers-Nautilus Park, the useful question is not how large the CDP is or how many calls you should expect. The useful question is whether the conversations your firm already receives are being handled consistently enough to support the next decision.
Recommended approach
Review a representative set of current intake conversations by practice area and outcome. Look for missing callback details, incomplete matter facts, unclear next steps, or fee discussions that occur before the caller understands the consultation path. Treat the CDP population as geographic context only, not as a forecast.
