1. Start with the calls your firm actually handles
A local population estimate can identify the place you serve, but it cannot tell you how many prospective clients contact your firm or which matters they describe. For an Old Jefferson practice, the first Intake Coach question should therefore be operational: what types of calls does the firm receive, who handles them, and what happens when the primary intake person is unavailable? Bosseo describes Intake Coach as reviewing every intake call and producing an analysis tied to the specific conversation. The public product text also describes calls answered by the firm or by the Bosseo AI Phone System as part of the review path.
Recommended approach
Bring a representative description of your current call paths to the consultation. Separate calls answered by staff from overflow or after-hours calls, and separate a caller’s location from the firm’s service territory. Ask Bosseo to explain how the proposed setup would treat each path before deciding whether Intake Coach is appropriate.
