1. Start with the intake decisions your Hastings firm actually makes
Your first review should identify the decisions an intake specialist must make during and after a call. Those may include whether the matter fits the firm, which facts require attorney review, whether a deadline or court date needs escalation, and who should contact the caller next. Intake Coach is presented as a law-firm-specific service that reviews every intake call and gives specific feedback tied to that call. Its public description includes an AI score, winability estimate, quoted retainer, call-quality review, summary, key facts, and coaching suggestions. The relevant question for your firm is whether those outputs match the decisions your team needs to make for matters originating in Hastings or elsewhere in Barry County.
Recommended approach
Bring several representative intake paths to a consultation: a call that appears to fit, one that needs attorney review, and one that should be declined or redirected. Ask how each path would be evaluated and who would receive the resulting coaching.
