Review the calls your team actually handles
Intake Coach is designed around real conversations rather than a generic training lecture. Bosseo’s public product description says each intake call is recorded, transcribed, tagged by case type, scored, and followed by call-specific coaching. The stated report includes an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and suggestions tied to the conversation. For a McAlester firm, that creates a better starting point than treating the city’s population as a proxy for prospective-client activity. First determine which calls your firm considers intake: calls answered by staff, calls handled after hours, overflow conversations, or another defined category. Then decide which parts of those conversations matter to your practice.
Recommended approach
Bring a clear definition of an intake call to the consultation. Ask how the review would distinguish a new matter from an existing-client call, a referral, a wrong number, or a request that needs attorney attention.
