1. Start with the calls your Elwood firm actually handles
The local population record can help define the place your firm serves, but it cannot tell you how many calls come from Elwood, Madison County, Tipton County, or elsewhere. It also cannot establish which practice areas produce inquiries. Intake Coach should therefore be evaluated using your firm’s real call mix rather than a population-based assumption. List the matter types you accept, the geographic areas you serve, the questions your staff must ask, and the circumstances that require attorney review. Then determine whether the product’s call analysis can reflect those distinctions.
Recommended approach
Bring a representative description of your current intake paths to a Bosseo consultation. Ask how the reported purpose of the call, key facts, AI score, winability estimate, quoted retainer, and call-quality review would map to your firm’s acceptance rules. Treat any proposed scoring approach as something to inspect and approve, not as a substitute for legal judgment.
