1. Start with the calls your firm actually receives
St. Clair Shores is a city in Macomb County, but the population estimate does not tell you how many prospective clients contact your firm, where those callers are located or which matters they want to discuss. Intake Coach is therefore best evaluated against your own call records rather than a population-based assumption. Bosseo describes the product as reviewing every intake call and producing feedback tied to the individual conversation.
Recommended approach
Bring a defined review period to the consultation if your firm has one. Compare the calls you want reviewed with the calls your team answers, the calls handled after hours or during overflow, and the calls that require follow-up. Ask how the product would treat callers from St. Clair Shores and other parts of Macomb County that your firm serves, without treating those geographic categories as evidence of demand.
