1. Start with the calls your team should own
Bosseo describes a team-first arrangement: incoming calls ring your people first, and the AI answers when nobody picks up within 20 seconds. That makes the central decision one of ownership. You need to identify which calls should reach a lawyer, intake employee or existing client-service contact without an AI handoff, and which unanswered calls can move to the answering system. The right review should cover business hours, lunch coverage, meetings, court appearances, holidays, weekends and overflow. Do not assume that every caller is a prospective client. Bosseo’s stated classification options are Potential New Client, Current Client or Other.
Recommended approach
Map your current routing before discussing implementation. Mark the calls that require immediate human attention, the calls that may be handled through structured intake, and the calls that should be returned by a named owner. Ask how those rules would apply to callers identifying Pflugerville, Travis County or Williamson County, and how the firm would keep jurisdictional assumptions out of an initial conversation.
