1. Define the calls Intake Coach should help your firm understand
Somerset is a census-designated place in Bristol County, Massachusetts. If your firm serves Somerset, begin by separating calls from Somerset itself from calls elsewhere in Bristol County, other Massachusetts communities, or areas outside your intended service area. Population is not a proxy for intake volume, legal need or lead quality, so the consultation should focus on your actual call categories and service boundaries. Bosseo describes Intake Coach as covering every intake call, including calls handled by the firm’s team and calls picked up by its AI answering system.
Recommended approach
Bring a clear list of the matters your firm accepts, declines, refers or sends for attorney review. Ask how those categories would be reflected in call summaries, extracted facts and coaching. Your decision should rest on whether the review helps your team distinguish an appropriate Somerset inquiry from a matter outside your scope, not on the population estimate alone.
