Review the response path, not just the outcome
An intake conversation can end with a consultation, a callback request, a referral, or no clear next action. Intake Coach’s public product description says each call receives an AI score, a winability estimate, a quoted-retainer record, a call-quality review, a purpose-of-call summary, extracted key facts, and specific coaching suggestions. Those outputs give you a way to examine the path taken during the conversation rather than judging a staff member only by whether a matter was signed. For a firm serving Tumwater in Thurston County, decide which outcomes matter to your practice: a scheduled consultation, a documented conflict-check handoff, an attorney review, a referral, or a clear decline. Do not use Tumwater’s population estimate to set an expected number of calls or matters.
Recommended approach
Bring several recent intake scenarios to a consultation and ask how each would be evaluated. Define the acceptable next step for each scenario before reviewing scores. This keeps the product decision tied to your firm’s legal and operational judgment.
