1. Evaluate the calls your firm actually handles
Bosseo describes Intake Coach as reviewing every intake call, including calls answered by a firm’s team and calls handled by its AI answering system. Its public product description says each call is recorded, transcribed and tagged by case type automatically, then analyzed with an AI score, a winability estimate, the quoted retainer and a call-quality review. Those capabilities give a Barrington firm a defined starting point: examine the conversations it chooses to include rather than infer intake conditions from the village’s 11,077-person population estimate. Ask which calls are in scope, how recordings are accessed, and which roles can review them.
Recommended approach
Bring representative intake situations to the consultation and decide whether the proposed review should cover the same call categories your firm uses in Cook County, Lake County or elsewhere in Illinois. Do not assume the local population indicates call volume or case mix.
