1. Define the service area before judging intake performance
Ottawa is in Franklin County, Kansas. Your firm may serve only Ottawa, Ottawa and other Franklin County communities, a broader Kansas area or a different geographic footprint. Those are different intake contexts. A caller’s location, the court or jurisdiction involved, the matter type and the firm’s eligibility rules can all affect whether a conversation should advance. Population data cannot tell you how many calls your firm receives or how many callers need legal help.
Recommended approach
Use the consultation to write down the geographic boundaries and jurisdiction rules that an intake conversation must address. Review whether staff consistently ask where the matter arose, which court or agency is involved and whether the firm can accept it. Intake Coach can then help you examine whether those questions were asked and what happened when an answer was missing.
