1. Review the full intake conversation, not only the outcome
Bosseo describes Intake Coach as reviewing every intake call, including calls answered by your team and calls handled by the Bosseo AI Phone System. The public product description says calls are recorded, transcribed, tagged by case type, scored, and analyzed. Reports include an AI score out of 100, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those are product-level descriptions, not evidence of what your Manitowoc firm’s calls will contain. The relevant local decision is whether your firm can lawfully and appropriately review the conversations connected with Manitowoc and Manitowoc County matters, and which people should receive the resulting feedback.
Recommended approach
Before a consultation, identify who may access recordings and transcripts, how your firm handles caller notice and consent, and which practice-area facts must be captured before an attorney callback. Ask Bosseo to explain how the proposed configuration fits those requirements.
