1. Review the calls your team actually handles
Bosseo says Intake Coach records, transcribes and tags each intake call, including calls handled by the firm’s team or by its AI answering system. It then provides an AI score, a winability estimate, the quoted retainer and a call-quality review. This gives a Lyndon-serving firm a way to examine real conversations rather than relying only on a written script or a manager’s occasional observation. Lyndon is a municipality in Jefferson County, so your review should distinguish callers seeking help in Lyndon from callers elsewhere in the county or another approved service area. The population figure does not tell you how many calls the firm receives or which matters are appropriate.
Recommended approach
Before adopting the product, identify the geographic and practice-area labels your firm wants to use when reviewing calls. Ask Bosseo to show how those labels would appear in the proposed review and how your team would check them against the original conversation.
