1. Define the intake decision before reviewing calls
A useful review starts with the decision your team is expected to make. Is the caller seeking a consultation, asking whether the firm handles a matter, reporting a deadline, or requesting a callback? Bosseo describes Intake Coach as reviewing every intake call and producing a purpose-of-call summary, key extracted facts and specific coaching suggestions. For a Springfield-serving firm, the relevant scope may include callers in Springfield and the wider Fairfax County service area, but geography alone cannot establish which matters are qualified or urgent. Review how your firm defines a qualified inquiry and whether those definitions differ by practice area.
Recommended approach
Bring your current intake criteria to a consultation. Ask how a review would distinguish an incomplete inquiry from a poor conversation, and how your team would record the difference. Do not use Springfield’s population estimate as a proxy for the number of people who will call, the number of cases available or the amount of work your staff needs to handle.
