4. Decide what must arrive after every call
Bosseo says each call can produce a full transcript, case summary and caller information delivered to an inbox or case-management system. Bosseo also describes automatic delivery of caller details, transcripts and tags into a CRM or case-management system. Ask whether your team can act on it consistently.
Recommended approach
Specify the minimum record your intake owner needs: caller identity, contact details, matter type, location, timeline, urgency and requested next step, where appropriate to your firm’s process. Review how records are assigned, how duplicates are handled, and how quickly someone checks the inbox or case-management destination. Treat any system connection, retention rule or access permission as a point to confirm during consultation.