1. Review the conversations your Garfield intake process actually produces
The public Intake Coach description says every intake call is recorded, transcribed and tagged by case type automatically, then reviewed with an AI score, winability estimate, quoted retainer and call-quality assessment. It also describes a purpose-of-call summary, extracted key facts and specific coaching suggestions. Those capabilities make the first evaluation question concrete: does the review reflect the conversations your firm receives from people seeking service in Garfield and elsewhere in Bergen County? Population data cannot answer that. Your own calls must establish which matters, questions and caller circumstances recur.
Recommended approach
Bring representative intake conversations to the consultation and separate facts from assumptions. Ask how the review handles the case types your firm accepts, the facts an attorney needs before deciding on next steps, and the information your team must not promise. Do not treat the Garfield population estimate as a forecast of calls or cases.
