Review the questions your team asks
A useful intake conversation must do more than collect a name and phone number. It should establish why the person called, identify facts relevant to the firm’s stated practice areas, and determine what should happen next. Intake Coach reviews each intake call and provides a call-quality assessment, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. That makes it easier to examine whether an intake specialist asked the questions your firm considers necessary rather than relying on a general impression of the call.
Recommended approach
Start by defining the information your firm needs before deciding whether to schedule, escalate, decline, or request additional information. Compare that standard with the conversations your team actually handles for Dickson City callers and other people your firm serves in Lackawanna County. Do not treat the borough’s population as a substitute for those records.
