1. Start with the calls your Central firm actually receives
Intake Coach is therefore best evaluated against your own conversations. Bosseo describes the product as reviewing every intake call, including calls handled by your team or by its AI phone system, and producing an AI score, a winability estimate, a quoted-retainer record, a call-quality review, a summary, extracted key facts, and specific coaching suggestions.
Recommended approach
Before choosing a configuration, define which calls count as intake for your firm. Include the practice areas you want reviewed, the people responsible for callbacks, and the matters that should be excluded from coaching or escalated for attorney review. Ask Bosseo to demonstrate how the product would distinguish a routine inquiry from a consultation request using your approved criteria.
