1. Start with the calls your New Iberia firm actually handles
The New Iberia population estimate can help define the place your firm serves, but it cannot tell you how many people contact your office or which matters are appropriate for your practice. That distinction matters before anyone evaluates intake performance. A firm serving New Iberia may also make its own decisions about whether and how it serves callers elsewhere in Iberia Parish, but geographic coverage should be stated by the firm rather than assumed from a city record. Intake Coach addresses the conversation itself: what the caller wanted, what facts were captured, what the representative asked, and what should happen next. Bosseo’s public product description says every intake call is recorded, transcribed, tagged by case type, scored, and reviewed with specific coaching. The consultation should establish whether that described workflow matches your phone setup and operating requirements.
Recommended approach
Bring a representative set of recent intake situations to the discussion without treating the New Iberia population figure as a forecast. Ask which calls are included, how case types are identified, and how your team would distinguish a useful coaching observation from a matter that requires attorney judgment.
