1. Start with the calls your firm actually handles
Intake Coach is presented by Bosseo as a system that captures intake calls, records and transcribes them, and produces a review after the call. Its public page says the review includes an AI score, a winability estimate, the quoted retainer, a call-quality review, a summary, extracted key facts, and specific coaching suggestions. That gives you a way to inspect the conversation itself rather than judging intake from a signed matter alone. Because Lakes of the Four Seasons is a CDP associated with both Lake County and Porter County, your review should define whether calls connected with the community are handled under one county-specific process, a broader regional process, or different matter-ownership rules. The Census population estimate does not tell you how many calls your firm receives.
Recommended approach
Bring representative call categories to the consultation and decide which facts matter for your practice: matter type, jurisdiction, deadline, caller objective, callback information, consultation request, and next action. Ask how calls associated with each county relationship would be identified and reviewed without treating population as a demand forecast.
