1. Review intake against the matters your Posen firm actually accepts
Intake quality depends on the questions your firm needs answered, not on a generic sales script. Bosseo’s public Intake Coach description says each call can produce a purpose-of-call summary, extracted key facts, a call-quality review, an AI score, a winability estimate, the quoted retainer, and specific coaching suggestions. The page identifies examples of extracted facts such as names, dates, charges, deadlines, and jurisdictions. Those fields matter only when they match your practice areas and eligibility rules. A firm serving Posen and Cook County may need to distinguish the caller’s location, the relevant jurisdiction, the incident date, a court date, an opposing party, or another matter-specific fact. The population estimate for Posen does not tell you which of those questions are common. Your own accepted-matter criteria must do that.
Recommended approach
Before evaluating the product, write down the facts that determine whether your firm can review a matter. Use the consultation to decide which facts should be emphasized in coaching and which should be excluded because they are not part of your intake decision.
