1. Review the full conversation, not only the signed matter
Bosseo describes Intake Coach as reviewing every intake call, including calls answered by your team and calls handled by its AI answering system. The product page says each call is recorded, transcribed, tagged by case type, scored, and analyzed. The resulting report 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. Those are Bosseo’s stated product capabilities; they are not evidence that a particular Kahaluu firm has a certain number of calls or a particular conversion problem.
Recommended approach
Ask whether the proposed configuration can reflect your firm’s actual intake categories and attorney-review rules. During a consultation, map what happens when a caller provides an incomplete callback number, describes an urgent deadline, asks about fees, or needs an attorney rather than an intake representative. Treat those examples as workflow questions, not assumptions about callers in Kahaluu.
