1. Evaluate the calls your Grants firm already handles
Intake Coach is built around the conversation itself. Bosseo describes a process in which each intake call is recorded, transcribed, tagged by case type, scored, and analyzed. The resulting report can include an AI score out of 100, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those are Bosseo’s stated capabilities; they are not a claim about the number or quality of calls your firm receives in Grants. Because the local population figure does not prove demand or lead volume, your first question should be operational: which calls does the firm want reviewed, and what does a useful intake conversation need to accomplish?
Recommended approach
Bring a defined sample of your existing intake situations to the consultation without assuming that Grants’ population predicts the answer. Identify the questions that matter for your practice, such as the caller’s contact details, timing, jurisdiction, immediate concern, and desired next step. Let the consultation clarify how those questions map to the product’s review and coaching capabilities.
