1. Start with the calls your firm actually handles
Blendon is recorded in Ottawa County, Michigan. That distinction matters because Intake Coach is designed around conversations: Bosseo’s public product page describes every intake call as recorded, transcribed, tagged by case type, scored, and followed by coaching. Review which calls your team considers intake, whether calls are answered by staff or an AI answering system, and what happens when nobody can take the call.
Recommended approach
Bring your actual service area and call-handling rules to the consultation. Ask Bosseo to show how the product’s review is intended to fit your response paths, including answered calls, overflow, and after-hours handling. Keep Blendon, Ottawa County, and any other communities you serve distinct when deciding what counts as an appropriate intake conversation.
