1. Start with the calls your firm actually handles
Bosseo describes Intake Coach as a system that captures intake calls, records and transcribes them, tags them by case type, and produces a review after the call. The stated review includes an AI score out of 100, a winability estimate, the quoted retainer, and a call-quality assessment. For a Middlesex-serving firm, the relevant question is not how many people live in Middlesex borough. The relevant question is whether your existing calls contain missed questions, incomplete contact details, weak handoffs, or unclear next steps. Review a defined sample of your own calls and identify which problems recur.
Recommended approach
Bring your current intake path to the consultation: how calls arrive, who answers, what information is collected, and what happens when an attorney must follow up. Ask Bosseo to distinguish supported product behavior from configuration decisions that your firm would need to make.
