Review the full intake conversation, not only the signed matter
Bosseo describes Intake Coach as reviewing every intake call, including calls handled by your team and calls picked up by its AI answering system. The public product description says each call is recorded, transcribed, tagged by case type, and analyzed. It also describes an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. For a firm serving Tittabawassee and Saginaw County, that creates a way to inspect the conversation itself rather than treating the municipal population estimate as a proxy for opportunity.
Recommended approach
Ask whether the proposed review gives you enough detail to examine the moments that matter in your own intake: the caller’s purpose, relevant dates or deadlines, callback information, next-step explanation, and response to fee questions. Decide in advance which conversation elements your attorneys consider essential.
