1. Start with the call, not the population estimate
For a firm serving this geography, the first Intake Coach question should therefore be operational: can the firm examine its real intake conversations and identify missed information or unclear next steps? Bosseo’s public description says Intake Coach records, transcribes and tags each intake call, then produces an analysis. Those capabilities should be discussed in relation to the calls your firm actually handles, rather than treated as evidence of local demand.
Recommended approach
Bring a clear description of your current intake path to the consultation: where a call enters, who answers, how a matter is screened, and what happens when the caller needs a response later. Ask how the proposed review would distinguish a Ulysses caller’s geographic service area from the legal issue, deadline, jurisdiction and qualification criteria that matter to your firm.
