1. Start with the calls your firm actually handles
Intake Coach is built around every intake call: the call is recorded, transcribed and tagged by case type, then reviewed through an AI score, a winability estimate, the quoted retainer and a call-quality review. The product page also describes a purpose-of-call summary, extracted key facts and specific coaching suggestions tied to the conversation. For a firm connected to Delaware township in Pike County, the useful question is not whether a municipal-town population estimate predicts intake activity. It does not. The useful question is whether your firm can identify which calls relate to Delaware, Pike County, other Pennsylvania locations or matters handled elsewhere, and whether those distinctions affect routing or follow-up.
Recommended approach
Bring a sample of your current intake categories to the consultation. Decide which geographic and case-type distinctions matter to attorney review, referral decisions, callback ownership or next-step scheduling. Do not create new routing rules merely because a place appears on a service page; tie each rule to your firm’s actual scope.
