1. Start with the calls your firm already receives
Bosseo describes Intake Coach as reviewing every intake call, including calls handled by the firm’s team and calls answered by its AI answering system. The stated review includes an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. For an Elkins practice, this makes the first evaluation question operational: what does your firm need captured on a call connected to Randolph County, another West Virginia location or a matter outside your service area? The city and county relationship should help define the geography your team discusses, but it cannot be used to predict how many calls you receive.
Recommended approach
Bring several real intake paths to the consultation and identify the facts that determine whether a caller should proceed, receive a callback, be escalated to an attorney or be referred elsewhere. Ask how those distinctions would be reflected in the review.
