Start with the calls your Blair office already handles
Bosseo describes Intake Coach as a system in which every intake call is recorded, transcribed, tagged by case type, scored, and reviewed. The stated report includes 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. That gives you a way to examine the conversations your team is actually taking rather than treating Blair’s population as a proxy for intake activity. The relevant question is whether the available review helps you see what happens on your firm’s calls.
Recommended approach
Ask during the consultation which parts of your current intake process can be evaluated, how call records are handled, and which staff members should receive individual feedback or broader trend information.
