1. Start with the intake decisions your firm actually makes
Intake Coach is most useful when a firm can identify the decisions an intake conversation should support. Bosseo says its report 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 firm serving Socorro in El Paso County, those fields should be judged against the matters the firm accepts, the facts an attorney needs and the next action your team expects after a call. The city’s population estimate is not a substitute for that review.
Recommended approach
Write down the required facts, disqualifying facts, urgency signals, callback details and handoff points for each practice area before assessing the reports. Ask whether the proposed outputs help someone decide what happens next, rather than assuming a score alone answers the question.
