1. Review the conversations your firm already handles
Intake Coach is built around reviewing every intake call. Bosseo describes a workflow in which calls are recorded, transcribed, tagged by case type, scored, and followed by a call-quality review. The resulting analysis can include an AI score out of 100, a winability estimate, the retainer quoted, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. For a Kahului firm, the useful question is not how many people live in the CDP. It is whether your own calls show missed questions, unclear ownership, incomplete contact details, or weak next steps.
Recommended approach
Review a representative set of recent intake records before booking a consultation. Note which calls ended with a clear disposition, which required follow-up, and which lacked enough information for an attorney or intake lead to act. Ask Bosseo to explain how Intake Coach would treat the call types your firm actually receives.
