1. Review the complete intake conversation, not only the outcome
Bosseo’s public Intake Coach description says every intake call is reviewed and produces an AI score, a winability estimate, a quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. It also states that calls are recorded and transcribed. That gives a City of Orange firm a way to examine the conversation itself rather than relying only on whether someone eventually called back or signed. The relevant question is whether the review exposes the moments that affect the next action: an unconfirmed callback number, an unanswered objection, or a missing case detail.
Recommended approach
Ask to see how a representative call would be evaluated against your firm’s intake standards. Decide which observations should prompt immediate follow-up, attorney review, additional questioning, or no further action. Keep the review focused on decisions your team can make, rather than treating a score as a substitute for legal judgment.
