1. Start with the calls your St. Joseph firm actually handles
The relevant local fact is geographic scope: St. Joseph is a city in Berrien County. That tells you how to define the service area for your review; it does not tell you how many prospective clients call, which matters they present, or whether you need more staff. Intake Coach’s stated purpose is to make every intake conversation more useful by reviewing calls handled by your team and, where applicable, the Bosseo AI Phone System. The product page describes recording, transcription, tagging by case type, an AI score, a winability estimate, quoted-retainer capture, and a call-quality review. Those outputs should be tested against the calls your firm considers legitimate intake conversations.
Recommended approach
Define the geographic and practice boundaries before judging the product. Separate St. Joseph calls from conversations involving other Berrien County communities or a broader Michigan service area, then decide whether the same qualification and escalation rules apply. Ask Bosseo to demonstrate the review using the call types your firm is permitted to evaluate and wants to improve.
