Start with the calls your firm already handles
Intake Coach is built around reviewing every intake call. Bosseo’s public description says each call is recorded, transcribed and tagged by case type, then assessed with an AI score, a winability estimate, quoted retainer information, a call-quality review, a summary and specific coaching suggestions. Those capabilities give you a way to inspect the conversation itself rather than rely only on a signed-matter count. For a firm serving Watsessing, keep the geography precise: Watsessing is a CDP in Essex County, not a synonym for the entire county or New Jersey. Ask whether calls associated with Watsessing are being handled consistently with calls from elsewhere in your service area. Do not use the local population estimate as a forecast of intake volume.
Recommended approach
Review the categories your firm actually uses, identify which calls should be considered intake calls, and decide what information must be present before an attorney or follow-up owner receives the matter.
