1. Start with the calls your Bismarck firm already handles
Intake Coach is designed around real intake conversations. Bosseo’s public description says each intake call is recorded, transcribed, tagged by case type, scored, and reviewed with specific coaching. The stated purpose is to help a team understand what went well, what was missed, and what to try next. That makes the first evaluation question operational: which calls does your firm consider an intake call, and what happens when a caller needs a callback, attorney review, conflict screening, or a decision about fit?
Recommended approach
Map the response paths for calls connected to Bismarck and Burleigh County matters before discussing improvement. Include calls answered by staff and any overflow or after-hours path only if that path is part of your proposed configuration. Do not assume the population figure predicts how many calls you receive. Ask Bosseo to show how the service would distinguish a new inquiry from an existing-client call, a vendor call, or a matter that needs immediate escalation.
