1. Start with the calls your firm actually handles
Bosseo says Intake Coach reviews every intake call, including calls handled by a firm’s team and calls answered by its AI phone system. Its public description says each call can produce a recording, transcript, case-type tag, AI score, winability estimate, quoted retainer, call-quality review, purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those are the stated capabilities to examine; they do not establish that every firm will receive the same outputs or that a particular score predicts a signed matter. For a firm serving Swansea, begin by defining the geographic scope of your intake. Swansea is in St. Clair County, but your service area may include clients from elsewhere in Illinois or other jurisdictions. That distinction matters when deciding which location, jurisdiction, deadline, and eligibility questions belong in an intake review.
Recommended approach
Bring a representative description of your current call path to the consultation. Ask how the system would distinguish a Swansea inquiry from a St. Clair County matter outside your practice rules, and how extracted facts would be checked before an attorney relies on them.
