1. Review the conversation, not only the outcome
A missed opportunity can be difficult to diagnose from a retained-or-notained label. Bosseo says Intake Coach produces a call analysis with an AI score out of 100, a winability estimate, the retainer quoted, a call-quality review, a summary, key facts, and specific coaching suggestions. Those elements give your firm a basis for asking what happened during the conversation. For an Alpena practice, define whether the review should distinguish a caller seeking service in Alpena city from a caller elsewhere in Alpena County or another Michigan location. The ACS geography identifies Alpena city and its county relationship; it does not tell you where callers originate or whether a particular matter is suitable.
Recommended approach
Bring a small set of intake questions to the consultation: What must be learned before an attorney callback? Which facts make a matter unsuitable? When should the caller receive a consultation path? Which details must be recorded exactly? Ask Bosseo to show how the stated call-quality review and extracted facts would support those decisions.
