Turn each intake conversation into a reviewable decision
Bosseo describes Intake Coach as reviewing every intake call and producing 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. Those outputs are intended to make the conversation easier to assess after it ends. They do not establish that a caller is a suitable client, that a matter will become a case, or that a particular fee is appropriate.
Recommended approach
Ask Bosseo to show how your firm would distinguish a complete intake from an incomplete one. Discuss the facts your attorneys need before deciding whether to consult, decline, refer, or request more information. If your service area includes New Bedford and other parts of Bristol County, decide whether the same review criteria apply throughout that geography or whether practice-area rules require different questions.
