Start with the calls your Cuero practice already handles
Intake Coach is presented as a law-firm-specific service that reviews every intake call and gives the team feedback tied to that conversation. The public product description identifies an AI score, a winability estimate, the retainer quoted, a call-quality review, a purpose-of-call summary, extracted key facts and specific coaching suggestions. Those categories give you a way to examine whether your current intake process captures the information an attorney or follow-up owner needs.
Recommended approach
Bring a defined sample of your current intake situations to the consultation, if appropriate for your firm’s privacy and retention practices. Ask how the proposed review would distinguish a missing fact, an unanswered objection, an unclear next step and a matter that should be escalated. Decide which observations would be useful to the person taking the call and which belong with the attorney or manager.
