1. Define the Pembroke calls that need a next step
A Pembroke-serving firm may receive calls from potential new clients, current clients and people whose reason for calling is not yet clear. Bosseo’s AI Answering page says its system classifies calls as Potential New Client, Current Client or Other, and can tag conversations by case type. That gives you a way to separate intake from existing-client communication rather than treating every call as the same event. The Pembroke location does not establish which practice areas generate calls, how many people will call, or whether callers need service in a particular language. Those questions belong in the firm’s own review.
Recommended approach
List the call categories your team already uses, then decide which details are essential for each category. For a potential client, that may include the practice area, contact information, timeline and facts needed for a callback. For a current client, the next step may be a message for the responsible team member rather than a new intake. Ask Bosseo to show how those distinctions appear in the transcript, summary and classification.
