1. Start with the calls your firm actually wants reviewed
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. The public product description says calls are recorded, transcribed, tagged by case type, scored, and analyzed. It also describes a call-quality review, a purpose-of-call summary, extracted key facts, and coaching suggestions tied to the conversation. Those capabilities give you a concrete evaluation question: which calls should be included in the review set for a firm serving Lincolnshire and Lake County?
Recommended approach
Map your current call paths before deciding how the product should be used. Separate calls from Lincolnshire, other Lake County communities, the rest of Illinois, and any area outside your intended service geography. Do not treat the village’s population estimate as a forecast of calls. Instead, review your own call records and determine whether the important distinction is geography, practice area, urgency, caller type, or another firm-defined category.
