1. Start with the calls your firm actually receives
University Heights is in Cuyahoga County, but a firm serving the city may also handle matters from elsewhere in its chosen service area. The city’s population estimate cannot tell you how many prospective clients call, which practice areas they ask about or whether your current team needs additional coverage. Intake Coach is positioned around every intake call being captured, recorded, transcribed and tagged by case type, including calls answered by your team or by the Bosseo AI Phone System. That makes the firm’s own conversations more useful than a population-based assumption. The relevant review is whether the calls you already handle are available for consistent evaluation and whether your intake categories reflect the matters you accept.
Recommended approach
Bring a representative description of your current intake paths to the consultation: who answers during normal hours, what happens after hours, how overflow is handled and which case types should be separated. Ask Bosseo how those paths would be evaluated before deciding on scope.
