What does Intake Coach review?+
Bosseo describes every intake call as producing an analysis that may include an AI score, winability estimate, quoted retainer, call-quality review, purpose-of-call summary, extracted key facts, and specific coaching suggestions. Ask Bosseo to confirm the fields available for your proposed setup.
Can Intake Coach decide whether my firm should accept a matter?+
No such legal decision should be delegated to a score or estimate. Use the review to improve conversation quality and follow-up. Your firm’s qualified personnel must make conflicts, eligibility, advice, and representation decisions.
Does Hewitt’s population show how many calls my firm will receive?+
No. The 2020–2024 ACS estimate for Hewitt is 16,432, with a margin of error of 25. That is population context only and cannot establish demand, call volume, competition, leads, cases, or revenue.
Who can receive coaching?+
Bosseo’s public page says coaching may be directed to the representative, intake manager, owner, or more than one of them. Decide internally who needs call-specific feedback and who should see broader trends, then confirm the available configuration.
Is AI Answering required?+
Bosseo describes Intake Coach and AI Answering as part of the same AI Phone System and says the system can answer, record, score, and coach calls. Ask during the consultation whether your intended phone flow requires AI Answering or can use another configuration.
What should we ask before booking?+
Bring your current intake path, practice-area criteria, escalation rules, follow-up ownership, and the measures you already trust. Ask about call coverage, recordings and transcripts, access, available report fields, related products, and the terms that would apply to your firm.