1. Start with the calls your firm actually receives
Bosseo describes Intake Coach as reviewing every intake call, including calls answered by your team and calls handled by its AI answering system. The public product description says each call can be recorded, transcribed and tagged by case type, then assessed with an AI score, a winability estimate, the quoted retainer and a call-quality review. Those capabilities give you a way to examine the conversations that are really reaching the firm instead of relying on a general training script. Roanoke’s municipal boundary is not the same thing as your service area. Because the city is associated with both Denton County and Tarrant County, your review should identify the geographic questions your callers raise and whether the team records jurisdictional facts accurately.
Recommended approach
Bring a defined list of jurisdictions and matter types to the consultation. Ask how those distinctions would appear in call summaries and how your firm should handle a caller whose matter falls outside its accepted geography.
