1. Review the response path, not just the outcome
A signed matter or an unanswered call tells you what happened, but not always why. Intake Coach’s public product description says each intake call is recorded, transcribed, tagged by case type, and reviewed with an AI score, a winability estimate, quoted retainer, call-quality review, summary, extracted facts, and specific coaching suggestions. For a West Point practice, the useful question is not whether a 9,900-person city should produce a particular amount of work. It is whether your existing conversations consistently move callers from first contact to a clearly owned next step. Review how staff identify the caller’s purpose, capture relevant dates and jurisdictions, explain the consultation path, and close the conversation.
Recommended approach
Ask Bosseo to show how a report represents your firm’s chosen intake stages and how your team can distinguish a completed consultation, a required callback, an unsuitable matter, and a matter awaiting attorney review. Do not use the city population as a substitute for your own call records.
