1. Start with the calls your firm already handles
The Bosseo public page describes Intake Coach as reviewing every intake call and producing an AI score, a winability estimate, the quoted retainer, a call-quality review, a summary, extracted key facts, and specific coaching suggestions. Those capabilities make the product relevant when your decision is about the quality and consistency of conversations—not when you are trying to infer demand from Whitestown’s population. A Whitestown firm should define which calls count as intake, including calls answered by staff and any calls handled through the Bosseo AI Phone System. The useful baseline is your own recent call experience: where conversations stall, which facts are often missing, and how often a caller receives a clear next step.
Recommended approach
Bring a sample of actual intake situations to the consultation. Ask how the proposed review would distinguish a screening question from a legal-advice issue, a qualified matter from a poor fit, and a completed consultation booking from an unresolved follow-up. Do not treat the local population estimate as a forecast of calls or cases.
