1. Start with the calls your New London firm actually handles
Intake Coach’s public description says every intake call is recorded, transcribed, tagged by case type, scored, and reviewed. The service is intended to cover calls answered by your team and calls handled by the Bosseo AI Phone System. That makes the first decision practical: identify the calls that belong in scope rather than treating New London’s population as a forecast of activity. A New London city practice may also serve matters beyond the municipality and within the Southeastern Connecticut Planning Region. Define that service area from your actual intake policy, not from a demographic assumption.
Recommended approach
Bring a clear description of your current call paths to the consultation: who answers, what happens when nobody answers, and which matters require attorney review. Ask Bosseo to show how those paths would be represented in the proposed Intake Coach arrangement.
