1. Make the handoff useful, not merely automatic
Bosseo describes AI Answering as a backstop for calls your team does not answer. Bosseo’s published product information says calls can be answered after an unanswered period, with caller details, a transcript, a case summary and classification as Potential New Client, Current Client or Other. For a Ruskin-serving firm, review whether the handoff captures the information your attorneys need to decide what happens next: caller identity, contact details, matter type, incident location, relevant timeline and urgency. Do not treat a call record as a legal assessment.
Recommended approach
Write down the minimum information needed for each practice area and identify which questions belong to a human. Ask Bosseo to demonstrate the handoff using your approved intake language rather than relying on a generic script.
