1. Start with the calls your Hailey practice actually receives
Review whether your calls are primarily potential new clients, current clients, referral contacts, vendors or other callers. Then identify which callers need a prompt human response and which can receive a routine callback. Bosseo says AI Answering classifies calls as Potential New Client, Current Client or Other and supports case-type tagging.
Recommended approach
Bring a recent, appropriately handled sample of call records to the consultation. Decide which practice-area labels, urgency signals and caller categories would help your Hailey team act on a summary without overstating what a caller’s first conversation proves.
