1. Define the Farmville service area before judging intake performance
That does not mean every caller, matter, or referral comes from those counties. A firm may serve Farmville alone, both listed counties, additional Virginia communities, or a narrower practice-area territory. Intake Coach should therefore be evaluated against the geographic scope your firm actually accepts.
Recommended approach
Write down the locations and matter types your firm accepts before reviewing conversations. Decide which location questions must be asked, which cases require attorney review, and when a caller should be referred elsewhere. In a consultation with Bosseo, ask how the product’s call review can be aligned with those decisions and how your team will distinguish a location-based qualification issue from a communication issue.
