1. Start with the calls your firm actually receives
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. Those capabilities make the first decision practical: determine whether the product’s review reflects the calls your firm wants to understand, rather than treating Old Orchard Beach’s population as a proxy for demand. A firm serving the Old Orchard Beach CDP and nearby communities should define the geographic area it wants to evaluate separately from the Census geography.
Recommended approach
Bring representative intake questions and call-handling rules to a consultation. Ask how the review would distinguish a caller seeking information from a caller ready for a consultation, and how your firm would interpret scores without treating them as legal judgments or guaranteed case outcomes.
