1. Review the response path, not only the outcome
A signed matter—or a missed opportunity—does not explain what happened during the call. The public Intake Coach description says each intake call receives an AI score, a winability estimate, a review of call quality, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. For a Wentzville firm, the useful question is whether those outputs help the team examine the path from first contact to next step for matters tied to Wentzville and the rest of St. Charles County. The city’s population record provides geographic context only; it cannot tell you how many calls your firm receives or what those conversations contain.
Recommended approach
Bring several representative intake questions to the consultation, such as how your team confirms contact details, identifies deadlines, explains the next step, and handles a request for fees. Ask to see how a report would distinguish an answered question from an unanswered one. Treat any score as a review aid, not proof that a matter will become a client.
