1. Review the calls your team actually handles
Bosseo describes Intake Coach as reviewing every intake call and producing an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. The service is intended for calls answered by your team and, within Bosseo’s AI Phone System, calls handled by its answering system. For a Lacombe-serving firm, the useful question is not how many calls a place of 6,310 residents should generate. It is whether your firm can identify the calls connected to Lacombe and St. Tammany Parish matters, then review how those conversations were handled.
Recommended approach
Bring a defined set of intake situations to the consultation: new inquiries, callback requests, matters that need attorney review, and conversations that should be declined or escalated. Ask how those situations would be distinguished and what information your team needs to see after each call.
