1. Start with the call your firm wants to improve
Intake Coach reviews each intake call and produces an analysis that can include an AI score out of 100, a winability estimate, the retainer quoted, a call-quality review, a summary, extracted key facts, and specific coaching suggestions. Bosseo’s public description says the review can identify issues such as an unconfirmed callback number, an unasked question, or an unanswered objection. That gives you a way to examine the conversation itself instead of relying only on a final signed-client count. Claremore’s population estimate identifies the municipality and its scale, but it does not tell you how many prospective clients contact your firm or which practice areas they ask about. Your evaluation should therefore begin with your own calls and the questions your team is expected to answer.
Recommended approach
Bring a short list of intake moments you want to inspect: the opening, matter summary, urgency questions, conflict or eligibility screening, fee discussion, consultation scheduling, callback confirmation, and handoff to an attorney. Ask whether the proposed review can reflect your firm’s actual intake standards and practice areas.
