Start with the calls your Clute practice already handles
Bosseo describes Intake Coach as a system that captures intake calls, records and transcribes them, and produces an analysis after the conversation. Bosseo says each report can include an AI score out of 100, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those outputs give you a way to inspect the conversation itself rather than relying only on whether a caller eventually signs.
Recommended approach
Bring a representative set of current intake conversations to the consultation if your firm is permitted to review them. Decide which call outcomes matter to you: complete facts, accurate conflict information, a clear next step, attorney escalation, callback ownership, or another firm-defined standard. Ask Bosseo how those standards would be reflected in the review.
