01Miami Springs service-area intake mapA review scope for the jurisdictions your firm serves, including Miami Springs, Miami-Dade County and any additional areas you choose to accept. It should define which location answers trigger which callback or escalation path.
02Team-first routing reviewA documented review of your current phone routing, the 20-second unanswered-call handoff, after-hours coverage, holiday coverage and overflow behavior. Bosseo’s stated model places your team on the first ring and the AI behind it.
03Practice-area intake designA review of the case types, timelines, contact details, urgency signals and practical firm information the answering experience should capture. Final legal and advertising language should be approved by the responsible attorney.
04English/Spanish verification scenariosRecommended test scenarios for the languages your firm wants to support. The scope should verify actual language support rather than infer it from Miami Springs demographics or household language.
05Call-summary and escalation specificationA review of the transcript, summary, classification, caller-information delivery and human-escalation requirements. Confirm the intended inbox or case-management destination before implementation.
06Call-review and coaching planA plan for reviewing answered calls and, where applicable, using the described Intake Coach feedback on missed questions, tone and lost conversions. It should identify the people responsible for reviewing records.