01Intake call coaching reportsA review for each intake call can include an AI score out of 100, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and call-specific coaching suggestions, as described in Bosseo’s published product information.
02Location-clarity reviewA review of whether staff distinguish On Top of the World, other Marion County locations, and locations outside the firm’s intended service area, without treating a place name as a legal conclusion.
03Language-preference reviewA review of whether staff ask about communication preference, document the answer appropriately, and explain the available next step without inferring language preference from local population data.
04Practice-fit coachingA review of whether intake staff ask the firm’s attorney-approved fit questions, capture relevant facts, and avoid promising representation before the firm decides to proceed.
05Follow-up reviewCoaching focused on callback information, ownership, unanswered questions, quoted retainers, and whether the caller received a clear next action.
06Referral and decline reviewA structured review of how staff communicate non-fit outcomes, referrals, or declines, with the firm’s responsible attorney defining the appropriate standard.
07Channel and language performance viewIntake Coach is positioned to separate channel and language performance while applying a common quality rubric. The firm should decide which comparisons are meaningful and appropriate before using them for management decisions.
