Review the calls your South Salt Lake firm already handles
The relevant starting point is your firm’s own intake record. Population data cannot tell you how many calls you receive, which practice areas callers ask about, when calls arrive, or how often a conversation ends without a clear next step. Intake Coach’s public description says every intake call is recorded, transcribed, tagged by case type, scored, and analyzed. The stated report includes 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. That gives you a basis for reviewing real conversations rather than relying only on recollection.
Recommended approach
Bring a representative set of recent intake conversations to the consultation if your firm can lawfully and appropriately use them. Ask which parts of the review are relevant to your practice areas, who can access recordings and reports, and how your firm would handle conversations that should not be used for coaching.
