1. Review the conversations your firm already handles
Bosseo describes Intake Coach as a law-firm-specific system that reviews every intake call, including calls handled by the firm’s team or by the Bosseo AI Phone System. Its public product description says each call can produce 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 are product capabilities described by Bosseo; they are not evidence that a Brock Hall firm has a particular intake problem. The Brock Hall population estimate is eligibility context only, not a forecast of conversations.
Recommended approach
Before booking, identify the call categories you want reviewed: new inquiries, existing-client calls, referrals, missed calls, overflow, and after-hours conversations. Ask how the proposed configuration would distinguish an intake conversation from a non-intake call and how your attorneys want summaries or extracted facts handled.
