1. Set the geographic boundary before judging intake performance
Midland is a census-designated place in Pierce County, Washington. The Census record describes Midland CDP—not every household in Pierce County, the wider metropolitan area or all of Washington. Its population estimate is useful for identifying the place and county involved, but it cannot tell you how many people contact your firm, which practice areas they need, whether they search online or whether your staff needs another language. Those questions require your own intake records and consultation. Intake Coach should therefore be evaluated against the geographic scope your firm actually accepts: Midland alone, Pierce County, a broader Washington service area or a combination of these. The scope affects which caller details matter, which jurisdictions require escalation and how follow-up ownership should be assigned.
Recommended approach
Write down the service area, accepted jurisdictions and matter types you want reviewed before the consultation. Ask Bosseo to show how those boundaries would be reflected in intake coaching and reporting.
