1. Start with the calls your firm actually handles
Intake Coach is described by Bosseo as reviewing every intake call, including calls handled by a firm team and calls picked up by its AI answering system. The public product description says calls are recorded, transcribed, tagged by case type, scored, and analyzed after the conversation. 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. Those capabilities give you a way to inspect the conversations that shape a prospective client’s next step rather than relying only on memory or occasional manager review. St. Louis city is the stated local geography here. If your firm also serves places outside the city or handles calls from a wider Missouri area, define those jurisdictions separately instead of treating the city population as a proxy for your whole intake population.
Recommended approach
Bring a representative set of current intake paths to the consultation: new matter calls, existing-client calls that reach intake, urgent calls, calls requiring attorney escalation, and calls that end without a scheduled next step. Ask which calls would be reviewed, how recordings and transcripts would be handled, and how your firm would distinguish an intake issue from a matter that was never a fit.
