Does AI Answering replace a Portage firm’s front desk?+
Bosseo’s public page describes a team-first setup: calls ring your people first, and the AI answers when nobody picks up within 20 seconds. Confirm the routing arrangement and responsibilities for your firm during the consultation.
What information does the system capture?+
The published description says the AI guides callers through their situation and captures case type, details, timeline and contact information. It also says the firm receives a transcript and case summary. Your firm should approve the exact questions and fields before use.
Can it distinguish new callers from current clients?+
Bosseo says calls are classified as Potential New Client, Current Client or Other. Classification should support staff review; it does not replace conflict checks, attorney judgment or an engagement decision.
What happens to an urgent call?+
Bosseo describes transcripts, summaries and classification delivered after the call. The firm must define what counts as urgent, who reviews the record and what response or escalation is appropriate. Do not promise a response time unless your firm has adopted one.
Can the system handle simultaneous calls?+
Bosseo’s public AI Answering page states that the system can handle up to 20 simultaneous calls. Ask how that capacity applies to your proposed configuration and what records your team receives when calls arrive together.
What should we review before choosing the service?+
Review phone forwarding, the 20-second fallback condition, firm profile information, intake questions, service geography, urgency rules, record destinations, access controls and operational measures. Use the consultation to confirm any scope that is not clear from the public description.