1. Evaluate the full intake conversation, not only the outcome
Bosseo describes Intake Coach as reviewing every intake call and producing an AI score, a winability estimate, quoted-retainer information, a call-quality review, a summary, extracted key facts, and specific coaching suggestions. That creates a broader review than asking only whether a consultation was booked. Your firm can examine whether the caller’s purpose was understood, whether relevant facts were collected, whether the next action was clear, and whether the conversation ended with a usable handoff. Albuquerque’s population is recorded at the city level, while the county relationship is Bernalillo County. That distinction matters when you define the geographic scope of intake reporting: do not treat a citywide population estimate as a measure of your firm’s callers or service area.
Recommended approach
Bring representative intake recordings and your current qualification criteria to the consultation. Decide which conversation elements matter for your practice, and ask how those elements would be reflected in the review.
