1. Start with the calls your Fall River firm actually receives
That distinction matters. It should first identify the calls it receives, the matter types it accepts, the questions staff must ask, and the points at which a caller needs an attorney or another response. Intake Coach’s public description says every intake call is recorded, transcribed, tagged by case type, and reviewed. It also describes an AI score, a winability estimate, a quoted-retainer record, and a call-quality review.
Recommended approach
Bring your actual intake categories and acceptance rules to a Bosseo consultation. Ask how the review would distinguish an information request, a possible matter, an unsuitable matter, an urgent situation, and a call requiring attorney escalation.
