1. Define the Williamson intake boundary before reviewing calls
A local intake review should begin with the geography your firm actually serves. Williamson is recorded as a municipal town in Wayne County, New York. If your firm uses Williamson as one service area among several, separate calls associated with Williamson from calls connected to other places rather than treating all New York inquiries as one group. The Census population estimate for Williamson is eligibility and geographic context only. It cannot tell you how many people will call, which legal matters they will raise or whether your team needs more staff.
Recommended approach
Use the consultation to decide which geographic fields matter in your intake review. Consider whether the caller’s location, the incident location and the county relevant to the matter should be captured separately. Decide who owns a Williamson inquiry when the matter may involve another county or a different service area. Intake Coach can then be assessed against the conversations and routing decisions your firm considers important, without turning a population figure into a demand forecast.
