Use Bon Air’s geography to define the intake scope
Your service area should be explicit before you evaluate intake performance. Bon Air is a CDP in Chesterfield County, so a firm serving Bon Air may need to distinguish Bon Air matters from calls elsewhere in the county, other Virginia locations, or jurisdictions the firm does not accept. Ask whether your current process records location, jurisdiction, case type, deadline, and eligibility in a consistent way. Those are operational questions for your firm to answer.
Recommended approach
Bring a written service-area rule to the review. Decide which Bon Air and Chesterfield County callers should proceed, which require attorney review, and which should be declined or referred. Then assess whether the coaching output helps your team apply those rules consistently.
