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.
