1. Review the conversations your Kermit firm is already handling
Bosseo describes Intake Coach as a law-firm-specific service in which every intake call is reviewed. The public product description says each call can receive an AI score, a winability estimate, a review of the quoted retainer, a call-quality assessment, a summary, extracted key facts, and specific coaching suggestions. Those outputs are useful only when connected to your firm’s actual practice areas, eligibility rules, consultation process, and ethical boundaries. Kermit’s population estimate is not a substitute for those operating facts. A local firm should begin with its own calls, not with a population-based assumption about how many callers it should receive.
Recommended approach
Ask Bosseo to show how a Kermit intake conversation would be evaluated against your approved questions and decision rules. Confirm which information should be collected, which questions require attorney review, and which subjects must be escalated rather than answered by intake staff.
