Review every intake conversation instead of relying on occasional observation
Bosseo describes Intake Coach as reviewing every intake call, including calls handled by a firm’s team and calls answered by its AI Phone System. The public product description says calls are recorded, transcribed, tagged by case type, scored, and analyzed after the conversation. That creates a review point for firms serving Glenolden and Delaware County without requiring an owner or partner to listen to calls one at a time. The local fact matters mainly for scope: Glenolden is a borough in Delaware County, so your consultation should distinguish callers from Glenolden, callers elsewhere in Delaware County, and callers from any wider area your firm serves. The population estimate should not be used to predict how many calls you receive.
Recommended approach
Ask Bosseo to show how the proposed review would separate your chosen service areas and matter types. Decide which calls should be included, who may review them, and how your firm will handle recording, transcription, access, and retention questions before implementation.
