1. Start with the calls your firm actually handles
Intake decisions should reflect your firm’s real calls, not assumptions drawn from Beatrice’s population. Beatrice is a municipality in Gage County, and its 2020–2024 ACS 5-year population estimate is 12,225. That tells you how to describe the geographic context of your practice. It does not tell you how many people call, which legal matters they ask about, or whether your current team needs additional coverage. On a consultation, review the kinds of calls your firm receives, the information staff must collect, and the points at which a caller is transferred, scheduled, asked to follow up, or declined.
Recommended approach
Bring representative intake questions and your current disposition choices to the discussion. Ask whether Intake Coach can evaluate the conversations and coaching priorities that matter to your firm rather than treating every call as the same.
