1. Make DeLand versus Volusia County explicit
A caller may identify with DeLand, another Volusia County community, or a location outside the firm’s intended service area. Intake Coach is designed to coach on city-versus-county distinctions, so the team can ask and record location deliberately rather than treating every geographic reference as interchangeable.
Recommended approach
Define the geographic questions your responsible attorney wants asked. Review whether the call establishes the caller’s location, the location relevant to the matter, and whether the firm should continue, refer, or decline. Use the coaching rubric to identify when geography was missing or handled ambiguously.
