1. Start with the calls your Leesylvania practice actually receives
Leesylvania is recorded as a CDP in Prince William County, Virginia. Intake Coach’s stated purpose is to review every intake call, including calls handled by the firm’s team and calls picked up by Bosseo’s AI answering system. Bosseo says those conversations are recorded, transcribed, tagged by case type, scored, and reviewed.
Recommended approach
Define the review around calls connected to your Leesylvania service area and the other locations your firm intentionally serves. Ask which calls should be included, who may access recordings and transcripts, and which existing intake records should be compared with the coaching report.
