1. Set the geographic boundary before reviewing performance
Greenwich township is a municipal town in Warren County, New Jersey. Its 2020–2024 ACS five-year population estimate is 5,512, with a margin of error of 42. That is a measured population figure, not a forecast of calls or cases. Your firm may serve Greenwich, other Warren County communities, a broader New Jersey area or clients outside the township. Intake Coach should therefore be evaluated against your firm’s defined service territory rather than against a population number. During a review, identify which calls belong to the practice area you want to assess and which fall outside it. This keeps qualification and follow-up decisions tied to your actual work.
Recommended approach
Write down the geographic boundaries and matter types your team uses when deciding whether a caller is appropriate for attorney review. Then ask whether the coaching review can distinguish those decisions consistently.
