1. Start with the calls your firm actually handles
Bosseo describes Intake Coach as a system in which every intake call is recorded, transcribed, tagged by case type, scored, and followed by coaching. Its public description says the resulting analysis can include an AI score out of 100, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, key facts, and specific coaching suggestions. Those are product statements, not evidence about your firm’s current performance. Otis Orchards-East Farms is a census-designated place in Spokane County, not a substitute for a call inventory. A consultation should therefore begin with the calls you want reviewed and the geographic scope your firm actually serves.
Recommended approach
Bring a representative description of your intake paths to the consultation. Separate calls from Otis Orchards-East Farms, other Spokane County communities, and any broader Washington service area only if your firm already tracks them that way. Ask whether the proposed review can distinguish the case types, callers, and ownership paths that matter to your practice.
