01Call-level coaching reportsA proposed Intake Coach scope can include an AI score, winability estimate, quoted retainer, call-quality review, purpose-of-call summary, extracted key facts, and specific suggestions tied to the conversation, as described in Bosseo’s published product information.
02Fuller Heights and Polk County intake rubricA review rubric separating city, county, jurisdiction, practice fit, timing, language preference, follow-up, and referral or decline handling. The firm should approve the criteria before use.
03Channel comparison reviewA review of how the same quality standards apply across available intake channels, with channel categories kept separate rather than treated as one blended result. Exact channel scope should be confirmed with Bosseo.
04Language-preference reviewA review category for whether preference was asked about, recorded accurately, and handled within the firm’s actual communication capabilities. No language capability is assumed.
05Practice-fit and escalation criteriaAttorney-approved criteria for identifying required facts, matters outside scope, uncertain situations, and appropriate escalation without presenting intake coaching as legal advice.
06Follow-up and disposition reviewA recurring review of callback capture, next-step clarity, quoted-retainer documentation, referral handling, and decline communication using a common quality rubric.
