1. Start with the caller’s next step, not just the call outcome
The relevant question for a Maurice River intake is not simply whether someone reached the firm. Check whether the conversation produced a usable next action: a consultation request, a defined callback, a referral decision, or another disposition your firm accepts. Intake Coach describes a call-quality review, a purpose-of-call summary, key facts extracted from the conversation, and specific suggestions connected to that call.
Recommended approach
Define the acceptable next step for each matter type your firm handles. During a consultation, review how Intake Coach would identify an unclear handoff, an unconfirmed callback number, a missing deadline, or an unanswered objection. Keep legal eligibility decisions with your firm; use the product’s review to improve the conversation and the follow-up decision.
