1. Start with the calls your St. Charles team needs to protect
St. Charles spans DuPage County and Kane County, so your service area may include callers with different locations, deadlines and case circumstances. The city’s population estimate does not tell you how many people will call or what matters they will bring. Instead, review your own unanswered-call records, voicemail patterns and callback delays. Separate potential new clients from current clients and other callers. Then identify the circumstances in which a caller needs a rapid human response, such as an imminent hearing, an arrest or a filing deadline. Bosseo states that AI Answering can classify calls as Potential New Client, Current Client or Other and surface an urgent potential client in the transcript and summary.
Recommended approach
Bring a short list of real call categories to the consultation. Ask Bosseo to show how your firm could distinguish new matters, existing matters and non-intake calls without treating every St. Charles caller as equally urgent.
