Review qualification without relying on memory
A caller’s matter may involve dates, charges, deadlines, jurisdictions, treatment, court information, or other facts that affect whether an attorney should follow up. Intake Coach’s public product description says each call can produce extracted key facts, a purpose-of-call summary, a call-quality review, an AI score, and a winability estimate. For a Champaign firm, the useful question is not whether every caller should be treated alike. It is whether your qualification approach consistently captures the facts your practice areas require and distinguishes a routine inquiry from a matter needing prompt attorney review.
Recommended approach
Define the facts that must be captured for each practice area you actually serve. Review whether those questions are asked in a clear order, whether the caller’s answers are recorded accurately, and whether an escalation path exists when a deadline, custody concern, criminal allegation, injury, or other firm-defined issue requires attention. Do not use Champaign’s population as a proxy for the number or type of matters your firm receives.
