2. Evaluate the response path, not just the outcome
The public Intake Coach description says each intake call can be recorded, transcribed, tagged by case type, scored, and reviewed. It describes 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 support a more detailed review than a simple signed-or-not-signed result. For example, your firm can examine whether the intake specialist clarified the caller’s objective, captured a callback number, identified a deadline, explained the next step, or left an objection unanswered. The useful question is where the conversation changed direction and what your team should do differently on the next call.
Recommended approach
Define the response paths your firm wants to inspect: immediate consultation scheduling, attorney callback, additional fact gathering, decline, referral, or another firm-approved disposition. Confirm which paths are appropriate for each practice area before relying on any score or estimate.