1. Review the calls your firm already handles
Intake Coach is designed around the call itself. Bosseo’s public product description says every intake call is recorded, transcribed, and tagged by case type automatically, then reviewed with an AI score, a winability estimate, the quoted retainer, and a call-quality analysis. The stated scope includes calls answered by the firm and calls handled by the Bosseo AI Phone System. That gives you a way to examine the actual conversation instead of relying only on a staff member’s memory or a final case status. For a Parsons practice, the local population record is not a reason to assume a volume pattern. It is a reason to ask for your own call records and decide whether the product fits the calls you receive.
Recommended approach
Bring a representative set of recent intake conversations to the consultation if your firm is permitted to use them. Ask how the proposed review would distinguish a qualified matter, an incomplete inquiry, a missed callback detail, and a caller who needs a different next step.
