Start with the calls your firm already handles
For a Shenango-serving firm, Intake Coach should therefore be evaluated against your actual intake activity: calls answered by staff, calls taken after hours, transferred calls, missed follow-ups and matters that never reach a consultation. Bosseo describes Intake Coach as reviewing every intake call and producing a call analysis. Confirm during consultation which conversations are within your proposed configuration and how your firm’s service area is represented.
Recommended approach
Bring a recent, lawful sample of intake records or describe your current call paths.
