1. Start with the calls your firm actually receives
Jennings Lodge’s geographic relationship is specific: it is a CDP in Clackamas County, Oregon. Its ACS population estimate is useful for describing the service area, but it cannot tell you how many prospective clients call, which practice areas they ask about or whether your current team needs additional coverage. For that reason, an intake review should begin with your firm’s real conversations rather than a population-based assumption. Bosseo describes Intake Coach as reviewing every intake call, including calls handled by the team or by its AI answering system.
Recommended approach
Ask which calls should be included in your review, how your firm defines an intake call and who should receive feedback. During a consultation, compare the product’s described review process with your phone workflow and decide whether the relevant unit is the individual call, the intake representative, the case type or the month.
