1. Start with the calls your Henrietta practice actually handles
Henrietta is recorded as a municipal town in Monroe County, New York. That relationship matters when you define the geographic scope of your intake review: a firm serving Henrietta may also receive inquiries from outside the town, while a caller’s location does not by itself determine whether the firm should accept a matter. Intake Coach’s public description says every intake call is recorded, transcribed and tagged by case type, including calls answered by the firm or by the AI backstop. The product page also describes an AI score, a winability estimate, quoted-retainer information and a call-quality review for each conversation. Those are product capabilities; they are not evidence that your firm currently receives a particular number or type of calls.
Recommended approach
Bring a defined intake boundary to the consultation. Decide whether you want to review all calls associated with Henrietta inquiries, every firm intake call, or another clearly stated group. Then ask how the review distinguishes geography, case type and disposition without assuming that Henrietta’s population predicts matter volume.
