1. Start with the calls your firm already handles
Intake Coach is designed around real intake conversations. Bosseo describes every intake call as recorded, transcribed, tagged by case type, scored, and followed by specific coaching. The public product description says reports can include an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and suggestions tied to that conversation. The useful question for your Mount Washington practice is not how many residents live in the city. It is whether your current calls are being handled in a way that can be reviewed and improved.
Recommended approach
Bring a representative set of recent intake calls to the consultation if your firm can lawfully and appropriately do so. Ask which call types should be evaluated first, what information must be captured, and how feedback should reach the person who handled the call.
