1. Start with the calls your Fayetteville firm actually handles
Bosseo describes Intake Coach as reviewing every intake call, including calls answered by a firm’s team or by the Bosseo AI Phone System. The public product description says calls are recorded, transcribed, and tagged by case type automatically, then evaluated with an AI score, a winability estimate, the quoted retainer, and a call-quality review. Instead, identify which conversations count as intake for your firm: new inquiries, referrals, returning callers, after-hours contacts, and calls that require attorney review. Then determine whether those paths are handled consistently.
Recommended approach
Bring a defined intake boundary to the consultation. Ask which calls would be included, how your existing phone arrangements would connect, and what your firm must approve before recording or analyzing conversations.
