1. Review the calls your Allendale firm actually handles
A location record cannot tell you how many calls your firm receives or what types of matters callers discuss. Do not use Allendale’s population estimate as a proxy for intake volume. Instead, review your own recent call records, if available, and separate new inquiries from existing-client calls, vendor calls, court-related calls and other conversations. Intake Coach’s public description says every intake call can be recorded, transcribed and tagged by case type, including calls handled by the firm’s team or by Bosseo’s AI answering system. The relevant question for an Allendale practice is whether that coverage matches the calls you want evaluated.
Recommended approach
Define the review population before discussing implementation. Identify which numbers, call types and staff interactions belong in intake review, and document exclusions for calls that should not be scored. Ask Bosseo to show how the proposed configuration would treat those categories rather than assuming every phone conversation should enter the same coaching process.
