1. Define the geographic scope before you assess intake
Littleton is recorded as a municipality, and its listed county relationships are Arapahoe County, Douglas County, and Jefferson County. A caller may identify with Littleton, one of those counties, or another service area altogether. Population data cannot tell you how many people contact your firm, which matters they raise, or whether your current intake process is adequate. Intake Coach should therefore be evaluated against the geographic labels your firm already uses in its phone handling and matter records. Ask whether a call review can distinguish the firm’s service area from a caller’s physical location, and whether your team needs a clear ownership rule when a matter falls outside the intended scope.
Recommended approach
Bring your current geographic intake rules to the consultation. Decide which location questions matter for eligibility, venue, conflicts, or attorney review, and which should not burden the opening conversation.
