1. Start with the calls your firm actually handles
Intake Coach’s public description says every intake call is recorded, transcribed, tagged by case type, scored, and reviewed, including calls answered by the firm’s team or by the AI answering backstop. The stated report includes an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, key extracted facts, and specific coaching suggestions. For a firm serving Loves Park and potentially working across the recorded Boone County and Winnebago County relationships, the important question is not how many people live in the municipality. It is which conversations your firm accepts, declines, transfers, or follows up on.
Recommended approach
Bring a clear list of practice areas and intake outcomes to the consultation. Ask how each outcome would be represented in review: qualified, not qualified, attorney review, urgent escalation, consultation requested, or follow-up required. Confirm which parts are available in the configuration proposed for your firm rather than treating a public product description as a promise about every implementation.
