3. Make qualification useful without promising legal advice
Bosseo says the system can capture case type, timeline and contact details, provide a case summary, and classify calls as Potential New Client, Current Client or Other. It also describes case-type tagging. Those fields can help a Franklin firm decide which calls need attorney review, but they do not replace conflict checks, legal analysis or a consultation decision.
Recommended approach
Choose only intake questions your firm is prepared to review. Define what information is necessary to identify a possible matter, what the AI should avoid answering, and when a caller must be told that no attorney-client relationship has been formed. Test the questions against the firm’s accepted Franklin service area and practice categories rather than adding fields because they sound useful.