Collect intake information that supports a real callback
The Bosseo page says the system can greet callers, capture case type, timeline, contact details, and other case information, then deliver a full transcript, case summary, and caller information. It also describes classification as Potential New Client, Current Client, or Other, plus case-type tagging. These capabilities can make a callback more informed, but they do not replace your firm’s decisions about conflicts, eligibility, legal advice, or representation. A caller connected to Comstock Northwest may still require the same geographic, practice-area, and urgency checks as any other caller.
Recommended approach
Define the minimum information your team needs before returning a call. Include service-area fit, matter type, timeline, contact method, current-client status, and the handoff owner. Have counsel review questions that could create legal or ethical concerns.