1. Define the Midland intake boundary before reviewing calls
Midland city is a municipality in Michigan, and the Census record identifies relationships with Bay County and Midland County. Those are different geographic references. Your firm may serve Midland city, one or both counties, or another defined Michigan service area. Intake Coach should therefore be evaluated against the geography your firm actually accepts, not against a population figure treated as a forecast. Start by identifying which callers belong in the review set: Midland city matters, county matters, other Michigan matters, referrals, existing clients or inquiries outside your practice scope. The product page describes call tagging by case type and extraction of jurisdictions, dates and other key facts. That makes geography a practical intake question: did the conversation establish where the matter arose, where a proceeding is pending or whether the firm can act?
Recommended approach
Write down your service-area and eligibility rules before the consultation. Ask to see how a call can be reviewed when the caller’s location, jurisdiction or deadline is unclear.
