1. Start with the calls your firm actually handles
Bosseo says Intake Coach reviews every intake call, including calls answered by a firm’s team and calls handled by its AI answering system. Its public description includes a recording, transcript, case-type tagging, AI score, winability estimate, quoted retainer, call-quality review, purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those capabilities make the first decision operational: identify which conversations count as intake for your firm and what information a reviewer should be able to find afterward. A Country Club Hills firm may serve clients within the city, elsewhere in Cook County, or across a wider Illinois practice area. The city’s population figure does not tell you how many calls you receive or where callers live. Review your intake by actual service area and matter type instead of treating the municipality’s population as a forecast.
Recommended approach
Bring a current description of your phone paths to the consultation. Ask how calls answered by staff, overflow coverage, and any AI answering arrangement would be treated, and decide which matter types require different review criteria.
