1. Start with the calls your Kinross firm actually handles
Intake Coach is described by Bosseo as reviewing every intake call, including calls answered by a firm’s team or by its AI answering system. The public product page says each call can be recorded, transcribed and tagged by case type, then evaluated with an AI score, a winability estimate, quoted-retainer information and a call-quality review. Those capabilities give you a basis for examining the conversations that determine whether a caller receives a clear next step. They do not establish how many calls a Kinross firm receives or whether a particular practice area has sufficient demand.
Recommended approach
Bring a representative set of recent intake situations to the consultation, if your firm can lawfully and appropriately do so. Ask which call types should be reviewed first, what information must be captured before an attorney callback, and how the review would distinguish a poor intake interaction from a matter that was simply outside your firm’s criteria.
