1. Review the conversations that shape your Glasgow intake experience
Your first decision is whether your firm can see enough of each intake conversation to evaluate it consistently. Intake Coach’s public product description says every intake call is recorded, transcribed, tagged by case type, scored, and analyzed. The resulting report includes the purpose of the call, key extracted facts, a call-quality review, and coaching tied to that specific conversation. That can help you examine whether staff confirm callback details, identify relevant dates, respond to questions, and establish an appropriate next step. Glasgow’s relationship to Barren County matters here because your review should use the geographic scope your firm actually serves. Instead, decide whether reports should distinguish calls from Glasgow, elsewhere in Barren County, or other areas your firm serves.
Recommended approach
Confirm which call records are included and how your team will use the reports.
