1. Review the conversation, not just the disposition
A caller marked “not retained” does not explain what happened. The important questions may be whether the team identified the caller’s purpose, captured key facts, answered the immediate concern, confirmed a callback number, and established a next step. Bosseo describes Intake Coach as reviewing every intake call and producing 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 give you a more detailed basis for examining intake quality than a simple retained or not-retained label.
Recommended approach
For Streamwood matters, define the review scope by the calls your firm actually handles in its Cook County service area. Do not use the village population as a proxy for call volume or case opportunity. Instead, decide which conversation details your attorneys need to see and which follow-up decisions should be made by an intake representative, an attorney, or an owner.
