Review the intake path that serves Little Egg Harbor callers
A location-specific intake review should begin with the firm’s actual service area. Little Egg Harbor is in Ocean County, so your team may need a clear way to distinguish a caller’s location, county, court connection, incident location and legal issue. Those are not interchangeable facts. A caller from Little Egg Harbor may be asking about a matter elsewhere, while a caller outside the township may still need an Ocean County attorney. Intake Coach’s public description says each call can receive a purpose-of-call summary, extracted key facts and a call-quality review. That makes it possible to examine whether your staff is gathering the facts your attorneys actually use.
Recommended approach
Review a representative set of calls by matter type and geography. Decide which location questions belong in intake, which facts require attorney review, and when a caller should be escalated rather than qualified by a non-attorney.
