Start with the conversations your firm actually receives
Intake Coach is designed around real intake calls rather than a generic training script. Bosseo’s public product description says each call can produce an AI score out of 100, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. For a firm serving Chippewa township and Beaver County, the important question is not whether 8,005 residents generate a particular number of inquiries. It is whether the calls your firm does receive are being handled consistently and whether the next action is clear.
Recommended approach
Bring a representative set of recent intake situations to the consultation, if your firm is permitted to use them. Decide which moments matter most: confirming a callback number, identifying deadlines, recording jurisdiction, recognizing an escalation point, explaining the next step or assigning follow-up. Ask Bosseo to show how those decisions appear in a coaching report.
