3. Decide what intake information is necessary
The Bosseo page says the AI greets the caller, guides the person through the situation and captures case type, timeline and contact details. It describes a full transcript, case summary and caller information after the call. It also describes automatic classification as Potential New Client, Current Client or Other, together with case-type tagging. Those elements can turn an unanswered call into a reviewable intake record, but they do not decide whether a matter is legally suitable or whether the firm should accept it.
Recommended approach
Before a consultation, identify the minimum information your attorneys need for a safe callback: contact details, the caller’s description, relevant timing, practice-area category and any firm-defined urgency signal. Decide which questions are appropriate for an automated conversation and which must wait for a lawyer or qualified member of your team. Keep legal advice, conflict decisions and acceptance decisions with the firm.