Use Scottsboro’s geography to define the intake boundary
Scottsboro is a municipality in Jackson County, Alabama. A firm may serve clients in the city, elsewhere in Jackson County or across a broader Alabama territory. Those are different intake boundaries. A caller’s location, court location, incident location and desired service area may not be the same. Intake Coach can help make the conversation easier to review, but your firm still needs to decide which geographic questions belong in qualification and which require attorney review.
Recommended approach
Set a written geographic decision path before evaluating reports. Identify the locations your firm accepts, the locations that require escalation and the locations that are outside scope. Review whether representatives consistently ask for the relevant county, city, court or incident location without treating Scottsboro’s population as evidence of demand. Use the consultation to determine how those fields would be reflected in call review.
