01Unanswered-call reviewA review of the firm’s office hours, missed-call periods, overflow conditions and current voicemail path, used to decide where AI Answering would be relevant.
02Firm intake profileA confirmed profile of accepted practice areas, service locations, hours, consultation process and practical caller questions that the system may need to handle.
03White City jurisdiction capture planA recommended set of questions for caller location, incident location and relevant county or court, with human review for uncertain matters.
04English/Spanish test scenariosIllustrative scenarios to test greeting, intake capture, summaries and escalation. Language support should be verified before it is represented to callers.
05Urgency and human-escalation rulesA documented review of which calls require prompt human attention and who is responsible for reviewing the resulting summaries.
06Call-record destination reviewConfirmation of whether transcripts, summaries, caller details and classifications should be delivered to the firm’s inbox, case-management system or another approved destination.
07Related-service reviewA decision conversation about whether Intake Coach, Video Intake, Automation, ROI Dashboard or Lead Attribution should be evaluated alongside AI Answering. Bosseo products can be adopted individually and connected as needed.