1. Review intake by the work your firm must complete
An intake conversation can contain several distinct tasks: identifying why the caller reached out, collecting relevant facts, checking whether the matter should move forward, explaining the next step, and recording who is responsible for follow-up. Intake Coach is presented as reviewing each intake call and producing a call-quality review, a purpose-of-call summary, key extracted facts, and specific coaching suggestions. For a Lynden practice, begin with your actual service area and matter types rather than treating the city’s population as a forecast of demand. Lynden is a municipality in Whatcom County, so your review should distinguish a caller seeking help in Lynden from one contacting the firm from elsewhere in the county or Washington.
Recommended approach
Write down the required intake actions for each practice area before evaluating a score. Ask Bosseo to show how those actions would appear in a coaching report and how your team would correct an incomplete or unclear call.
