1. Define the intake territory before reviewing performance
A Chester firm may serve callers in Chester, elsewhere in Randolph County, or outside that county. Those are different geographic relationships, and a city population is not a proxy for the number or type of calls your firm receives. Intake Coach can help you examine what callers say, what case facts are captured, and what happens next, but your firm must decide which geographic distinctions matter for eligibility and follow-up.
Recommended approach
Separate Chester callers from other service areas in your own review where that distinction is legally and operationally useful. Ask whether the intake conversation confirms location, jurisdiction, deadlines, and the matter type before a handoff. In a consultation with Bosseo, bring the geographic rules your firm uses so the review can be judged against your actual practice boundaries.
