01Intake quality rubricA firm-defined review standard covering location, language preference, practice fit, key facts, next steps, and referral or decline handling. The rubric should reflect your own practices and attorney-approved requirements.
02Call-by-call coaching reportsBosseo’s published product information describes reports with an AI score out of 100, a winability estimate, quoted retainer, call-quality review, call purpose, key facts, and specific coaching suggestions.
03Location and jurisdiction reviewA review of whether representatives distinguish LaBelle from Hendry County and collect the geographic facts your practice-fit process requires. The Census record supplies the municipal and county relationship; it does not supply caller-level data.
04Language-preference reviewA review of whether the representative asks about preferred communication language and handles unsupported requests accurately, without assuming a language preference from local demographics.
05Follow-up and disposition reviewA structured review of callback-number confirmation, next-step clarity, accepted matters, referrals, and declines, using the firm’s own standards and attorney oversight.
06Channel and language comparisonA comparison framework that keeps one common quality rubric while separating results by the channels and language contexts represented in the firm’s calls. Any comparison should be based on the firm’s records rather than assumed local demand.
07Performance trend viewBosseo’s published product information says call scores can roll into Bosseo’s ROI Dashboard, where intake performance can be viewed over time by representative, case type, and month. Confirm the intended configuration during review.