1. Evaluate the full intake conversation, not only the outcome
Intake Coach’s public product description says every intake call can be recorded, transcribed and tagged by case type, then assessed with an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. The product page also describes access to the original recording and transcript. That gives you more to examine than whether a consultation was booked. You can review whether the team captured names, dates, charges, deadlines, jurisdictions and callback information when those details arose in the conversation.
Recommended approach
For an Eaton Rapids practice, begin by defining the geographic and matter boundaries you actually serve. Separate Eaton Rapids calls from inquiries involving other parts of Eaton County or matters outside your intended service area. Then decide which intake facts require escalation to an attorney and which can be handled by your normal consultation process. Population alone should not determine those rules; your existing matter mix and professional judgment should.
