1. Define the calls Intake Coach should examine
Bosseo describes Intake Coach as reviewing every intake call, including calls answered by your team and calls handled by its AI answering system. The public product description says calls are recorded, transcribed, tagged by case type, scored, and analyzed. It also describes an AI score, a winability estimate, quoted-retainer information, a call-quality review, a purpose-of-call summary, extracted key facts, and call-specific coaching suggestions. Those are the product’s stated review outputs. They do not, by themselves, tell you which conversations your firm considers complete or suitable for attorney review. Oak Grove is a city in Anoka County; that geographic fact can help you name the service area used in your intake script, but it cannot establish call volume, legal demand, staffing needs, or language needs.
Recommended approach
Bring a list of the call categories your firm wants to distinguish—such as new matter inquiries, existing-client calls, referrals, urgent deadlines, and calls outside your practice scope. Ask Bosseo how those categories would be represented and how your team would review edge cases. Do not set staffing or coverage assumptions from Oak Grove’s population.
