1. Start with the calls your Arnold firm actually handles
Arnold’s recorded geographic relationship is Jefferson County. That tells you how to describe the local service area; it does not tell you how many prospective clients call, which practice areas they need or whether your current team has enough capacity. Intake Coach is therefore best evaluated against your firm’s own conversations rather than a population-based assumption. Bosseo describes the product as reviewing every intake call, including calls answered by the firm’s team or by its AI answering system. Its public page says calls are recorded, transcribed and tagged by case type automatically. That gives you a basis for reviewing real intake paths instead of treating Arnold’s population as a proxy for demand.
Recommended approach
Bring a clear geographic definition to the consultation: Arnold, Jefferson County and any additional areas your firm intentionally serves. Then ask how calls from those areas can be distinguished for review, if that distinction is relevant to your decisions. Do not use the local population estimate as a forecast of calls, cases or staffing.
