01Belle Glade and Palm Beach County intake mapA review of the geographic questions your firm wants captured, including Belle Glade, Palm Beach County, other Florida locations and matters that require human jurisdiction review.
02Call-routing and escalation reviewA documented review of team-first routing, unanswered-call handling, after-hours coverage, overflow and the circumstances that should move a caller to a person.
03English/Spanish scenario reviewIllustrative test scenarios for language preference, language changes, unclear communication and human escalation, followed by verification of the language support available for the proposed configuration.
04Practice-area intake field planA practice-specific list of case type, timeline, contact, location, urgency and existing-client information for Bosseo to review against the firm’s approved intake process.
05Transcript and summary delivery reviewA review of where transcripts, summaries, caller information and classifications are delivered, who reviews them and how urgent or incomplete calls are handled.
06Operational measurement planA set of firm-approved measures for answer status, captured information, escalation, follow-up and call disposition. It should not assume lead, revenue or retention outcomes.