1. Make the handoff from your team explicit
Bosseo describes a team-first setup: calls ring your people first, and the AI answers when nobody picks up within 20 seconds. That distinction matters for a firm serving Dalton. A caller may be seeking a new consultation, contacting an existing matter, or reaching the office for a practical question. Those paths should not be treated as one generic lead. Before adopting the service, document which calls remain with your team, when the AI may answer, and what information the caller should receive when a lawyer or staff member is unavailable.
Recommended approach
Review your current phone flow for unanswered calls, lunch periods, evenings, weekends, holidays and simultaneous calls. Decide which situations require immediate human attention, which can receive a callback path, and which belong to current-client handling rather than new-client intake.
