1. Start with the calls your firm actually handles
A Glendora location does not tell you how many prospective clients contact your firm or which matters they raise. Your own calls are the relevant starting point. Intake Coach is described by Bosseo as reviewing every intake call, including calls answered by your team or by the AI answering system. The public product description says each call is recorded, transcribed, tagged by case type, scored, and followed by specific coaching. That supports a practical review of what happens in your real conversations instead of treating Camden County geography as a proxy for intake demand.
Recommended approach
Bring a representative set of recent intake situations to the consultation, subject to your firm’s privacy, consent, retention, and professional-responsibility requirements. Ask how your firm would identify the calls that need review and what decision each review should inform.
