1. Define the calls that need a next step
That describes the place; it does not establish call demand, legal need, competition, or staffing requirements. Review which calls currently reach voicemail, which arrive outside office hours, and which require an immediate attorney or staff response. Then separate new inquiries from current-client calls and unrelated calls. Bosseo states that its system classifies calls as Potential New Client, Current Client, or Other. That classification may help your team decide what receives attention first, provided the categories match your intake policy.
Recommended approach
Bring a recent, privacy-appropriate view of unanswered and after-hours calls to the consultation. Ask how your practice-area labels, urgent-call rules, and callback ownership would be represented before deciding whether the system fits.
