1. Review the conversations that shape the next step
A caller connected to your Gorham practice may need a consultation, a callback, a referral, or a clear explanation that the matter is outside your scope. Intake Coach is presented as reviewing every intake call, including calls handled by a firm’s team or by Bosseo’s AI Phone System. The public product description says each call can receive an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those categories give you a way to examine the conversation itself instead of relying only on whether someone eventually called back.
Recommended approach
Ask to review the product against your real intake categories, service boundaries, and callback rules for matters arising in Gorham and elsewhere in Cumberland County. Treat the location as a routing and scope question, not as proof of intake volume.
