1. Review intake against the matters your firm accepts
Intake Coach produces a purpose-of-call summary, key facts extracted from the conversation, an AI score, a winability estimate, and a call-quality review. For a firm serving Cape Elizabeth, the useful question is not whether the town’s population is large enough to justify a generic intake script. The useful question is whether the script captures the facts your firm needs for the matter types it accepts in Cape Elizabeth, Cumberland County, elsewhere in Maine, or another defined service area. The town’s county relationship should be recorded accurately when your team discusses jurisdiction, venue, deadlines, or attorney review. Population cannot answer those questions.
Recommended approach
List the matter types and geographic boundaries your firm will evaluate before reviewing calls. Then compare actual conversations with that list: Was the caller’s location clarified? Were dates, deadlines, jurisdictions, and other relevant facts captured? Was the next step appropriate? Treat the product’s winability estimate as an input for follow-up prioritization, not as a legal conclusion or a substitute for attorney review.
