1. Define the intake decision before reviewing calls
Kettering is a CDP in Prince George's County, so your review should distinguish calls associated with Kettering from calls elsewhere in Maryland or outside your intended service area. Start with the business question: are you trying to improve qualification, capture better callback information, clarify next steps, or make coaching more consistent?
Recommended approach
Bring a written definition of a useful intake conversation to the consultation. Include the facts an attorney needs, the qualification boundaries your firm applies, the handoff point, and the follow-up action that should occur when a matter is not ready for a decision.
