1. Start with the calls your firm actually handles
The Hutchison population estimate cannot tell you how many calls your firm receives, where callers are located, or which practice areas they need. It should not be used to assume demand or justify a particular staffing model. Your decision should begin with the calls your firm can lawfully and appropriately review: answered calls, overflow calls, after-hours calls, and other conversations included in your proposed setup. Bosseo describes Intake Coach as reviewing every intake call and producing an analysis tied to the individual conversation. The public product page says the analysis can include an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, key facts, and specific coaching suggestions.
Recommended approach
Bring a defined review period to the consultation. Identify which calls may be included, who currently handles each path, and which conversations should be excluded for confidentiality, privilege, consent, or firm-policy reasons. Ask Bosseo to explain how your firm would control access to recordings, transcripts, and coaching information before deciding whether the product fits.
