1. Start with the calls your firm actually receives
South Lyon’s recorded geography is specific: South Lyon city, Oakland County, Michigan. The population estimate is useful for describing the service area, but it cannot tell you how many prospective clients call your firm or what types of matters they raise. A sound intake decision therefore begins with your own conversations. Bosseo describes Intake Coach as reviewing every intake call and producing an AI score, a winability estimate, the quoted retainer, a call-quality review, a summary, key facts, and specific coaching suggestions.
Recommended approach
Ask to see how the product would represent the calls your firm already handles. Review whether the proposed evaluation helps you distinguish an unanswered question from an appropriate decision not to proceed. Decide which conversation elements matter to your practice before treating a score as meaningful.
