4. Give urgent calls a visible owner
Bosseo states that calls can be classified as Potential New Client, Current Client, or Other, and that conversations can be tagged by practice area. Its page also describes summaries and caller information arriving after the call. Classification can help organize review, but the public description does not establish your firm’s legal triage rules, response times, or emergency coverage. Those decisions remain yours. A caller in Eidson Road with a time-sensitive problem needs a defined escalation path, not merely a label.
Recommended approach
Write down the conditions that should prompt immediate human review, the person or role responsible for that review, and the fallback if that person is unavailable. Test the distinction between a new inquiry, an existing matter, a general question, and a situation your firm cannot accept.