1. Review the conversation, not just the outcome
A signed matter or a lost opportunity tells you what happened at the end of the intake path. It does not necessarily show whether the caller’s purpose was understood, whether key facts were captured, or whether the next step was explained. Bosseo describes Intake Coach as reviewing every intake call and producing an AI score, a winability estimate, the quoted retainer, a call-quality review, a summary, extracted facts, and specific coaching suggestions. Those are product capabilities described on Bosseo’s public page; they are not a claim about your firm’s current performance.
Recommended approach
Ask during the consultation how the review would fit your actual intake standards. Decide which facts matter for each practice area, who should see individual coaching, and which observations should be discussed with an attorney rather than treated as an automatic qualification decision.
