1. Review the conversations your team is already handling
Intake Coach’s public product description says every intake call can be recorded, transcribed and tagged by case type, including calls answered by your team or by the AI answering system. The resulting analysis includes an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. For a Maplewood firm, this keeps the review grounded in actual conversations rather than treating the city’s population or county relationship as a proxy for demand. You can examine the types of matters callers describe, the questions they ask and the next steps your staff offers.
Recommended approach
Before adopting the service, identify which calls count as intake for your firm, which case types require attorney review and which information must be captured before follow-up. Ask to see how those decisions would be reflected in the review.
