1. Start with the calls your firm actually handles
Bosseo describes Intake Coach as reviewing every intake call, recording and transcribing the conversation, and producing an analysis after the call. The reported review can include an AI score out of 100, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. For a Seminole firm, the relevant question is not how many people live in the city. It is whether your current calls contain gaps that matter to your practice: an incomplete callback number, an unclear next step, a missed deadline, or a question that should have been asked before a follow-up. Ask Bosseo to show how your firm would define a useful intake conversation and which fields require attorney approval.
Recommended approach
Bring a small set of representative intake situations to the consultation and identify what a reviewer must be able to distinguish: a new matter, an existing-client call, a referral, an urgent deadline, and a caller who needs a later response. Treat those as review criteria to discuss, not as evidence that any particular caller or case exists.
