1. Start with the conversations your New Carlisle practice actually receives
New Carlisle’s municipal population is a useful geographic reference, but it cannot tell you how many prospective clients contact your firm. Your callers may come from New Carlisle, other parts of Clark County or locations beyond it, depending on the firm’s service area. Intake Coach is therefore best evaluated against your own calls, not a population-based assumption. Bosseo describes the product as reviewing every intake call, including calls handled by the firm’s team and calls picked up by its AI answering system. The public product description says each call is recorded, transcribed and tagged by case type automatically, then analyzed for intake performance.
Recommended approach
Bring a defined review question to the consultation: Which conversations should be evaluated first—new inquiries, after-hours calls, overflow calls or a particular practice area? Ask how your firm would distinguish a New Carlisle inquiry from a Clark County inquiry and how that distinction would affect follow-up or reporting. Confirm what your firm is permitted to record, transcribe and review before implementation.
