1. Start with the calls your Porter practice actually handles
A Porter location does not tell you how many people will call, which legal matters they will describe or whether your staff needs additional coverage. The useful starting point is your own intake record: what kinds of callers reach the firm, which matters fit your practice, and where conversations stop before a consultation or follow-up. Bosseo describes Intake Coach as reviewing every intake call and producing an AI score, a winability estimate, the quoted retainer, a call-quality review, a summary, extracted key facts and specific coaching suggestions. Those capabilities make the firm’s conversations—not a population estimate—the basis for review.
Recommended approach
Bring a defined set of recent intake situations to the consultation. Separate the questions you want answered: Did the caller reach the right person? Were the necessary facts collected? Was the next step clear? Did someone own the follow-up? Decide which answers would justify coaching or a change in routing.
