Review the conversation, not just the outcome
A signed matter or a lost caller tells you what happened, but not necessarily why. Bosseo describes Intake Coach as reviewing every intake call and producing 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. For a Farmington practice, review whether the same standard applies when a caller is local, when a matter comes from another part of Strafford County, and when the firm serves clients across New Hampshire. The town’s population record does not establish how many calls you receive, so the consultation should focus on your actual call path and review needs.
Recommended approach
Ask to see how a report distinguishes a missed callback number, an incomplete fact pattern, an unanswered objection and an unclear next step. Decide which observations should go to the person who handled the call and which should be reviewed by the attorney or intake manager.
