Review the response path for Holladay callers
A caller identifying Holladay may need a clear next step, but the appropriate path depends on your firm’s practice, intake rules, and ability to accept the matter. Intake Coach is described by Bosseo as reviewing every intake call and producing a call-quality analysis, purpose-of-call summary, extracted key facts, and specific coaching suggestions. That makes the product relevant when you want to see whether your team moves from the caller’s opening statement to the questions and action that follow. The Holladay and Salt Lake County relationship can help your firm define the geographic boundary used in intake questions. It should not be used to predict how many callers you will receive.
Recommended approach
During a consultation, review how your team identifies location, jurisdiction, deadlines, matter type, and the requested next step. Decide which responses should lead to scheduling, attorney review, a callback, referral, or a clear decline. Ask Bosseo to show how those decisions would appear in a call review.
