1. Define the intake decision before reviewing calls
Intake Coach is presented as a call-by-call review system for law firms. Its 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. For a firm serving Wheat Ridge, the relevant boundary is not the city population alone. Wheat Ridge is in Jefferson County, so your review should distinguish matters that fit your service area from inquiries that require another jurisdiction, attorney, or response. Decide which intake outcomes matter before adopting any score: qualification, consultation scheduling, attorney escalation, callback capture, or follow-up ownership.
Recommended approach
Bring your current intake criteria to the consultation. Ask how the review would treat a caller whose matter is outside your practice scope or geographic service area, and which call details should trigger an attorney review rather than a routine follow-up.
