What does Intake Coach review?+
Bosseo’s public product description says each intake call receives an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Ask during the consultation how those elements would fit your firm’s call flow.
Does an AI score decide whether my firm accepts a case?+
No such decision should be assumed. The product description presents the score and winability estimate as intake-review information. Your firm remains responsible for conflicts, legal analysis, case acceptance, attorney judgment, and the response given to a caller.
Can Intake Coach cover calls handled after hours?+
Bosseo states that Intake Coach covers calls answered by the firm’s team and calls handled by its AI answering system. Ask whether your intended after-hours and overflow path fits the Bosseo AI Phone System and what configuration questions apply.
Who can receive the coaching?+
Bosseo’s public page says coaching can be directed to the representative, intake manager, owner, or all three. Your consultation should establish the recipients and how your firm wants individual feedback separated from broader trend review.
Can my firm compare intake performance over time?+
Bosseo says scores can be compared across calls, representatives, and months, with trends by representative, case type, and month. Comparisons are only useful when your firm defines consistent review rules and does not treat them as proof of future signed matters or revenue.
What should we ask about recordings and transcripts?+
Ask how callers are informed about recording, who can access recordings and transcripts, how extracted facts are handled, what retention practices apply, and how your firm can address accessibility needs. The public product text describes recording and transcription but does not answer every firm-specific compliance or configuration question.
