01Coverage and routing reviewA review of your current call path, unanswered-call threshold, after-hours coverage, overflow handling and human escalation needs. Confirm the exact scope with Bosseo.
02North Bay Village intake scenario setAn illustrative set of calls covering North Bay Village, Miami-Dade County, Florida, practice-area questions, timing, urgency and requested next steps. It is for evaluation, not a prediction of actual calls.
03English and Spanish test scenariosA recommendation to test both languages and verify supported language behavior directly. Language at home or local geography must not be treated as proof of proficiency or demand.
04Call summary and classification reviewA review of the stated outputs: transcript, case summary, caller information and Potential New Client, Current Client or Other classification.
05Eastern Time escalation mapA documented decision about nights, weekends, holidays, urgent matters, human review and where summaries should be delivered.
06Related-service evaluationA decision review for possible handoffs to Intake Coach, ROI Dashboard, Lead Attribution, Automation or Video Intake, based on your firm’s actual workflow.