1. Review the calls your Prior Lake team actually handles
Bosseo says Intake Coach reviews every intake call, including calls answered by the firm’s team and calls handled by its AI answering system. Bosseo describes an automatically recorded, transcribed, and tagged call, followed by an AI score, a winability estimate, a quoted-retainer record, and a call-quality review. Check whether the conversations your firm receives from Prior Lake and elsewhere are handled consistently enough to support the next decision.
Recommended approach
Bring a representative set of current intake situations to the consultation, including calls that end with a consultation, calls needing attorney review, and calls requiring follow-up. Ask how your firm would distinguish service-area questions from matter-specific qualification and how the review would apply across your actual call flow.
