1. Start with the calls your firm actually handles
Intake Coach is presented as reviewing every intake call, including calls answered by your team and calls handled by the Bosseo AI answering system. The stated review includes a recording, transcript, AI score, winability estimate, quoted retainer, call-quality review, purpose-of-call summary, extracted key facts and specific coaching suggestions. Those elements can help you examine whether an intake conversation captured the information an attorney or follow-up person needs. They do not, by themselves, establish that a caller is a viable matter or that a particular scoring approach matches your professional judgment.
Recommended approach
Bring a representative description of your current call paths to the consultation: who answers during business hours, what happens after an unanswered call, how urgent matters are escalated and how a possible client is contacted afterward. Ask which parts of that path Intake Coach can evaluate and which decisions remain with your firm.
