1. Start with Mattydale’s actual service boundary
Mattydale is recorded as a CDP in Onondaga County, New York. A caller may identify a municipality, county, court, incident location, residence, or workplace. Those are different fields and should not be collapsed into one location label. Intake Coach can be evaluated against the way your team captures and clarifies those distinctions in conversation. It is to make sure your intake review reflects the geographic decisions your firm actually makes.
Recommended approach
Bring your current geographic qualification questions to the consultation. Decide which locations need to be confirmed, which require attorney review, and how a call should be escalated when the location is unclear.
