1. Review the conversation, not just the outcome
A signed matter or a lost inquiry tells you what happened, but not always why. Intake Coach is presented as reviewing every intake call and connecting feedback to the specific conversation. The stated report elements include an AI score out of 100, a winability estimate, a call-quality review, a purpose-of-call summary, key facts, and coaching suggestions. For a firm serving South Laurel and operating in Prince George’s County, the useful question is not whether the local population guarantees more inquiries. It is whether your current review practice gives you enough information to improve the calls you already receive.
Recommended approach
Bring several representative intake scenarios to the consultation, such as a new inquiry, a caller who needs a callback, and a matter that requires attorney review. Ask how the proposed review would distinguish a missed qualification question from a matter that was never suitable for the firm.
