1. Start with the calls your firm actually handles
Bosseo describes Intake Coach as reviewing every intake call, including calls handled by a firm team and calls handled by its AI answering system. The stated report includes an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. For a firm serving Mantua and Fairfax County, the useful starting point is your own call record—not the Mantua population estimate. Review which calls are relevant to your practice, what information staff must gather, and where a caller should move next.
Recommended approach
Before booking, list the call categories your firm wants to evaluate, such as new inquiries, follow-ups, urgent matters, or calls requiring attorney review. Ask how those categories would be handled and measured in your configuration.
