1. Review the calls that shape the first legal conversation
Intake Coach records, transcribes, tags, scores, and analyzes each intake call according to Bosseo’s public product description. The resulting report includes an AI score out of 100, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. For a Rockport firm, the relevant question is not how many people live in the city. It is whether your existing calls are being handled consistently across the matters and callers your firm actually serves.
Recommended approach
Bring several representative intake situations to the consultation, while following your firm’s confidentiality and consent requirements. Ask how Bosseo would distinguish a missed qualification question from a matter that was never appropriate for the firm. Use that discussion to define which call behaviors deserve review.
