1. Review the conversation, not just the disposition
A call marked “not retained” tells you the outcome, but not necessarily what happened. The caller may have received an unclear next step, left without a confirmed callback number, or asked a question that the intake specialist did not fully address. Bosseo says Intake Coach produces an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those outputs are designed to make the conversation itself available for review rather than relying on a short status label.
Recommended approach
Ask Bosseo to show how a Forest Park intake conversation would be represented from beginning to end. Bring several call types your firm actually handles, if appropriate, and decide which observations would be useful to the person who took the call, the attorney handling follow-up, and the owner. Do not treat a score as a legal judgment or a guaranteed prediction. Use it as one review input alongside the recording, transcript, matter facts, and your firm’s own evaluation standards.
