1. Review the calls your firm actually handles
Intake Coach is described by Bosseo as reviewing every intake call and producing an AI score, winability estimate, quoted retainer, call-quality review, summary, extracted key facts, and specific coaching suggestions. The public product description says calls answered by the team or the AI backstop are recorded, transcribed, and tagged by case type automatically. Those capabilities give you a way to examine the conversations that reach your firm instead of using East Windsor’s population as a proxy for demand. The town is within the Capitol Planning Region, so define the geographic scope of the review precisely: East Windsor callers, other Connecticut callers, or a wider service area are different reporting questions.
Recommended approach
Before booking, identify the call categories you want reviewed and the geographic distinctions that matter to your firm. Ask to see how a report separates a caller’s purpose, key facts, follow-up need, and next owner. Treat any score or estimate as an input to management review, not as proof that a matter will sign.
