1. Review the response path from first contact to next action
A useful intake review starts with what happens after a prospective client reaches the firm. Bosseo describes Intake Coach as reviewing every intake call, including calls handled by the firm’s team and calls picked up by its AI answering system. Its reports include a call-quality review, a purpose-of-call summary, key facts extracted from the conversation, and specific coaching suggestions. For a Herriman firm, the important question is not how many people live in the city. The relevant question is whether your current path makes the next action clear for the caller and the person responsible for follow-up.
Recommended approach
Map the handoff you want to occur after each call. Decide what counts as a completed intake, what must be sent to an attorney or intake manager, and what should trigger a callback or consultation step. Ask Bosseo to show how those decisions would be reflected in a coaching review for your firm.
