1. Review the response path, not only the outcome
A caller’s path through intake can include the first greeting, questions about the matter, explanations of next steps, fee discussions, scheduling, and follow-up ownership. 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 give you a way to examine the conversation itself. They do not establish that any particular Linthicum caller is qualified or that coaching will produce a particular number of signed matters.
Recommended approach
Ask Bosseo to show how a call from your firm would be assessed against your approved intake approach. Decide which moments matter most: collecting a reliable callback number, identifying a deadline, clarifying the caller’s purpose, explaining the next step, or recording what fee was quoted. Keep the service area defined as Linthicum and Anne Arundel County where that is how your firm describes it; do not use the Census population estimate as a proxy for intake demand.
