1. Start with the calls your firm actually handles
Intake Coach is presented as a law-firm-specific service that reviews every intake call, including calls answered by a team and calls handled by the Bosseo AI Phone System. The public product description says calls are recorded, transcribed, and tagged by case type, then analyzed with an AI score, a winability estimate, the quoted retainer, a call-quality review, a summary, extracted key facts, and specific coaching suggestions. Those are product capabilities described by Bosseo; they are not evidence that your firm receives a particular number of calls or that coaching will produce a particular result.
Recommended approach
During evaluation, map the calls included in your current intake path. Identify which calls are answered by staff, which are routed elsewhere, and which require attorney review. Ask how the service would treat missed information, incomplete conversations, transfers, and follow-up calls. Keep the scope tied to your actual call flow rather than to Waihee-Waiehu’s population estimate.
