1. Use Media’s geography to define the intake boundary
Media is a borough in Delaware County, Pennsylvania. A firm may serve people in the borough, elsewhere in Delaware County, or across a wider Pennsylvania service area. Those are different intake boundaries. A caller’s location, the incident location, the court or agency involved, and the firm’s accepted jurisdiction can affect whether the matter should move forward. Intake Coach’s described analysis includes key facts such as names, dates, charges, deadlines, and jurisdictions. That makes geographic scope a practical review question, not a reason to infer demand from the borough’s population.
Recommended approach
Decide which geographic facts must be collected before a matter is qualified. Review whether callers are asked where the issue occurred, which jurisdiction is involved, and whether the firm can accept the matter. Use coaching to flag missing or unclear location questions.
