1. Define the response path before reviewing calls
Darby is a municipality in Delaware County, but a caller’s location alone does not determine whether the firm should accept, refer, schedule, or decline a matter. Start with the decisions that actually control intake: practice area, jurisdiction, timing, conflict-screening needs, urgency, consultation route, and who owns the next action. Intake Coach’s stated reports include the purpose of the call, key facts extracted from the conversation, a call-quality review, and specific coaching suggestions. Those elements can make an existing response path easier to inspect.
Recommended approach
Write the decision points your team already uses, then review whether callers receive a consistent next step. Keep geography precise: distinguish Darby borough from Delaware County and from Pennsylvania when recording matter details. Do not treat the borough’s population as evidence of demand or as a basis for assigning staffing levels.
