1. Review the conversation, not just the outcome
A signed matter or a lost opportunity does not explain what happened during intake. Bosseo describes Intake Coach as reviewing every intake call and producing an AI score, winability estimate, quoted retainer, call-quality review, summary, extracted key facts, and specific coaching suggestions. Those outputs create a basis for examining whether the conversation established the caller’s purpose, gathered the facts the firm needs, and ended with a clear next step. Brighton city’s population estimate is eligibility evidence only; it cannot tell you how many calls your firm receives or how many callers need legal help.
Recommended approach
Bring a small set of representative intake questions to the consultation. Decide which moments deserve review: initial qualification, urgency, callback details, consultation scheduling, retainer discussion, or attorney escalation. Ask how the proposed review would distinguish a missed question from a matter that was simply outside your firm’s scope.
