1. Evaluate qualification against the matters you accept
A useful intake review starts with the firm’s own acceptance rules. The question is whether the conversation surfaced the facts an attorney or intake lead needs to decide what happens next: consult, follow-up, referral, decline, or escalation. Intake Coach’s public description says key facts such as names, dates, charges, deadlines, and jurisdictions can be extracted from the conversation, alongside a purpose-of-call summary. That gives your team a way to inspect whether the call produced decision-ready information rather than a vague message. Bonne Terre is a municipality in St. Francois County; that relationship may matter when you define jurisdictional or service-area questions, but it does not establish which matters your firm accepts.
Recommended approach
Bring your actual matter criteria to a consultation and decide which facts must be captured before a call can be qualified. Ask to see how the product’s extracted facts, summary, and call-quality review would be assessed against those criteria. Do not turn the population estimate into a forecast of eligible matters.
