1. Set the service boundary before you judge intake performance
Binghamton University is recorded as a census-designated place in Broome County, New York. A firm may serve people connected with the university, the surrounding county, or a broader New York practice area, but those are different geographic relationships. Intake reporting becomes difficult to interpret when a caller’s location, matter location, and intended service area are mixed together. Intake Coach can help you review the conversations your firm receives, while your team decides which geographic facts matter to eligibility and follow-up.
Recommended approach
Define the geographic questions your intake team should ask and the handoff rule for each answer. For example, decide whether the relevant issue is where the caller is located, where an incident occurred, where a court matter is pending, or whether the firm accepts the matter elsewhere in New York. Do not use the Binghamton University population estimate as a substitute for those decisions.
