Review the path from first question to next action
A useful intake review looks beyond whether someone answered the phone. It asks whether the conversation moved in a sensible order: what the caller needed, whether the matter appeared appropriate for the firm, what information was still missing, and what would happen next. Bosseo describes Intake Coach as reviewing every intake call and providing an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those categories can help a firm examine whether callers receive a clear path rather than an improvised response.
Recommended approach
Bring several representative intake situations to the consultation and decide which response paths should be evaluated: immediate attorney escalation, scheduled consultation, follow-up, referral, or decline. Define the decision in terms of your practice rules rather than assuming every Girard caller has the same need.
