1. Review what each intake conversation actually contains
Intake quality can be difficult to assess from memory. Bosseo’s public Intake Coach description says that each intake call receives 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. The stated examples include a missed callback number, an unasked question, or an unanswered objection. For a West Mifflin practice, the relevant review is whether those outputs capture the facts your attorneys need when serving callers in Allegheny County and elsewhere in your stated service area. The borough’s population estimate is geographic context, not evidence that your firm receives a particular number of calls.
Recommended approach
Ask to see how a report would represent the information your firm considers necessary, such as dates, deadlines, jurisdictions, charges, or other case facts. Decide which information should be collected during the first conversation and which belongs in attorney follow-up.
