Review the calls your firm is actually taking
Bosseo describes Intake Coach as reviewing every intake call, including calls handled by the firm’s team and calls answered by its AI answering system. The public product description says calls are recorded, transcribed and tagged by case type automatically, then analyzed. It also describes an AI score, a winability estimate, the quoted retainer and a call-quality review. For a Jersey Village firm, the relevant scope is the firm’s real service territory, not the city’s population estimate. A consultation should establish which inquiries count as intake calls and whether calls from Jersey Village are distinguishable from inquiries elsewhere in Harris County or Texas.
Recommended approach
Bring a representative set of recent intake situations to the consultation without assuming that the city population predicts volume. Ask how the firm would identify calls by matter type, service area and disposition, and decide whether the review should cover firm-answered calls, AI-answered calls or both.
