1. Start with the calls your Alderwood Manor firm already handles
Alderwood Manor’s population record is eligibility evidence for a place, not evidence of how many people call a law firm or which practice areas they need. Intake Coach therefore should not be selected on the assumption that the CDP’s population creates a particular volume of inquiries. The useful starting point is your own call flow: what happens when a person asks whether the firm handles a matter, wants to know the fee, needs a callback, or has a deadline? Bosseo describes Intake Coach as reviewing every intake call and giving feedback tied to that conversation rather than generic training.
Recommended approach
Bring representative questions about your current intake path to a consultation. Ask how the service would distinguish a completed intake from a request requiring follow-up, and how your firm would define a useful next step for each type of caller.
