1. Review intake against the matters your firm accepts
Tunkhannock is recorded in the 2020–2024 American Community Survey as a municipal-town in Monroe County, Pennsylvania, with an estimated population of 6,979 and a margin of error of 17. Start by defining the matter types you accept, the facts required for an attorney review, conflicts information, deadlines, jurisdictions, and reasons a caller should be declined or referred elsewhere. Intake Coach’s public product description says each intake call receives 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. Those elements can give your team a consistent basis for examining whether a conversation collected the information your firm needs.
Recommended approach
Bring your actual matter-acceptance criteria to a consultation. Decide which questions are essential for each practice area and which should trigger attorney review rather than an intake employee’s conclusion.
