1. Start with the geography your firm actually serves
Whitemarsh Island is recorded as a CDP in Chatham County, Georgia. That relationship matters when your team records a caller’s location, prospective venue, incident location or other jurisdictional detail. A Whitemarsh Island caller may be asking about a matter connected to another place, and a Chatham County inquiry is not necessarily a Whitemarsh Island inquiry. Intake Coach can help surface key facts from a conversation, including names, dates, charges, deadlines and jurisdictions, according to Bosseo’s product description.
Recommended approach
Define the geographic questions your intake team must ask for each practice area. Review whether the call captures the caller’s location, the location of the underlying event, any relevant deadline and the jurisdiction that an attorney must evaluate. Have Georgia counsel decide which questions and explanations are appropriate for the firm’s work.
