1. Start with the calls your firm actually handles
Independence is recorded as a municipal-town in Oakland County, Michigan. Its population estimate is useful for defining the local service area, but it cannot tell you how many people will contact your firm or what kinds of matters they will bring. For that reason, an intake review should begin with your firm’s own conversations rather than a population-based forecast. Intake Coach is described by Bosseo as reviewing every intake call, including calls answered by your team or by the AI answering system. The public product description says each call can be recorded, transcribed, and tagged by case type, then analyzed for an AI score, a winability estimate, quoted retainer, call-quality review, summary, key facts, and coaching suggestions.
Recommended approach
Bring the question, “What happens on the calls we already receive?” to the consultation. Review whether the proposed scope covers your relevant call paths, including direct staff answers, overflow, and after-hours handling. Do not treat Independence’s population as evidence of intake volume; use your own call records and matter categories to determine what should be examined.
