1. Define the calls that need a next step
That tells you how to describe the location you serve; it does not tell you how many people will call, which practice areas they need or whether your existing team is missing calls. Separate calls that need immediate attorney attention from calls that need information, scheduling, current-client support or a later callback. Bosseo’s AI Answering page describes capture of case type, timeline and contact details, with calls classified as Potential New Client, Current Client or Other.
Recommended approach
Bring a recent, redacted call sample or call-log summary to the consultation. Decide which questions are necessary for an Oronoko-area caller to receive an appropriate next step, and identify questions the system should not attempt to answer.
