01Firm call-policy briefA written review of your practice areas, office hours, team-first routing, escalation triggers, geographic questions and matters that require human handling. The responsible attorney should approve the policy.
02Verified language test reviewAn evaluation of English and Spanish scenarios, limited to languages Bosseo verifies as supported for your proposed configuration. Record whether the next step, captured details and escalation path are clear.
03Intake field and summary reviewA review of the caller details, case information, transcript, summary, classification and case-type tags your firm needs for a callback and conflict-screening decision.
04Coverage and overflow assessmentA comparison of your current answer pattern with the stated team-first, 20-second fallback, 24/7 coverage and up-to-20-simultaneous-call capabilities described in Bosseo’s published product information.
05Escalation and access planA decision document identifying who receives summaries, who handles urgent calls, which destination is used for delivery and how your team reviews sensitive or incomplete information.
06Intake quality reviewA review of whether Intake Coach is appropriate for examining missed questions, tone and lost conversions in your firm’s calls. It should be evaluated as a possible related scope, not assumed to be required.