1. Start with the calls your firm already handles
Bosseo describes Intake Coach as a system that records, transcribes, tags, scores, and analyzes each intake call, including calls answered by the firm or by the AI answering system. The resulting report can include an AI score, winability estimate, quoted retainer, call-quality review, summary, extracted key facts, and specific coaching suggestions. That makes the first Bossier City decision operational: identify which conversations should be reviewed and what a useful intake outcome means for your firm. Do not use the city’s population as a proxy for call volume. Instead, review your own calls by practice area, source, urgency, and disposition.
Recommended approach
Bring a defined sample of recent intake conversations to the consultation, if your firm can lawfully and appropriately share them. Ask how the review would distinguish a new matter, an existing-client call, a referral, a wrong number, an emergency, and a caller who needs a prompt attorney response.
