1. Start with the calls your firm actually handles
Intake Coach is presented as reviewing every intake call, including calls answered by your team and calls handled by the Bosseo AI Phone System. The public description says calls are recorded, transcribed and tagged by case type, then analyzed for an AI score, winability estimate, quoted retainer and call quality. For a Sheboygan Falls practice, the relevant question is not how many people live in the city. The relevant question is whether your firm receives calls connected to Sheboygan Falls and Sheboygan County, and whether those conversations are consistent enough to review against your intake standards.
Recommended approach
Bring a representative description of your current call paths to the consultation: who answers, what happens when nobody answers, how after-hours inquiries are handled and where follow-up responsibility sits. Ask which calls would be included, what access your team would have to recordings and transcripts, and how the proposed configuration would distinguish a new inquiry from an existing-client call.
