1. Start with the calls your Orono practice actually receives
Population is not a proxy for intake volume. For Orono, the defensible local frame is the Orono CDP and its recorded relationship to Penobscot County. Your firm may serve people inside or outside that geography, so the consultation should identify the actual service area and the calls that matter to your practice. Bosseo’s public description says Intake Coach reviews every intake call and produces 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 a call-flow review more useful than a population-based staffing assumption.
Recommended approach
Bring a representative description of your current intake path to the consultation. Separate calls answered by your team from calls handled through any other answering arrangement, and identify which call types should be reviewed. Ask how the proposed scope would distinguish a new matter, an existing-client call, a referral, an emergency, and a call that requires attorney review.
