01Attorney-reviewed intake rubricA review framework for location and jurisdiction questions, communication preference, practice fit, next steps, referral, and decline handling. The firm should approve the substantive criteria.
02Call coaching reportsBosseo’s published product information describes an analysis for each intake call with an AI score, winability estimate, quoted retainer, call-quality review, purpose-of-call summary, extracted key facts, and specific coaching suggestions.
03Location and jurisdiction reviewA focused review of whether the team clarified Leisure City, Miami-Dade County, and the legally relevant location instead of treating those labels as interchangeable.
04Language-preference reviewA review of whether staff asked and responded to the caller’s communication preference, with language performance kept distinct from other channels where the available reporting supports that comparison.
05Referral and decline reviewA structured look at whether non-fit inquiries were handled according to the firm’s approved policy and whether the caller received a clear next step.
06Performance trend reviewBosseo’s published product information describes trends in the dashboard, including views by representative, case type, and month. Confirm the exact configuration and reporting scope for your firm during the review.
07Connected-service discussionBosseo offers products that can be adopted individually and connected as needed. Discuss whether AI Answering, Automation, ROI Dashboard, or Lead Attribution belongs in scope; do not assume a handoff is configured.