Review the conversations your Van Wert firm already handles
Bosseo describes Intake Coach as a system that records, transcribes, tags and analyzes intake calls. Its public product description says each reviewed conversation can include an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. Those capabilities make the first decision operational: identify which conversations count as intake for your firm and determine what your team needs to learn from them. Van Wert city’s population estimate is context for the place your firm serves, not evidence that a particular number of calls occurs or that every call represents a viable matter.
Recommended approach
Bring a clear description of your current call paths to the consultation. Ask how the proposed review would distinguish new inquiries, existing-client calls, referrals, callbacks and conversations that should not be treated as prospective-client intake.
