Start with the conversations your firm actually handles
Intake decisions are made in individual conversations: what the caller wants, what facts the team gathers, whether a next step is clear and who owns the follow-up. Bosseo says Intake Coach produces an analysis for every intake call, including an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. Those stated outputs create a practical review point for a Chesterfield firm serving its own defined territory. The city’s relationship to St. Louis County does not establish how many calls come from the city, the county or elsewhere, so the useful question is how your firm currently identifies and handles those sources.
Recommended approach
Bring a sample of your current intake categories, qualification questions and handoff rules to the consultation. Ask which conversation outcomes the product can help you inspect and which decisions still require your attorneys or managers.
