1. Examine the whole intake conversation, not only the outcome
Intake Coach’s public product description says each intake call is recorded, transcribed, and tagged by case type automatically. It also describes an AI score, a winability estimate, the quoted retainer, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. That creates a more concrete review point than asking whether a call felt good or bad after the fact. For a Dayton firm, define the geographic boundary of the calls you want to study. A caller in Dayton city may relate to Montgomery or Greene County, while a matter elsewhere in Ohio may follow a different eligibility or referral path. The city’s population estimate does not tell you how many calls you receive or what those callers need.
Recommended approach
Bring several representative intake paths to a consultation and ask how the proposed review would distinguish service area, case type, urgency, and next action without treating population as a demand forecast.
