1. Define which New London calls belong in review
Your firm may serve people in New London, elsewhere in Outagamie County, elsewhere in Waupaca County, or beyond those county relationships. Those geographies should not be treated as one identical intake pool. Intake Coach’s public description says every intake call can be recorded, transcribed and tagged by case type, including calls answered by your team or by the AI answering system. That makes the first decision operational: which calls should be reviewed together, and which need separate handling because the caller’s location, case type or service boundary changes the next step?
Recommended approach
List the locations your firm serves and the matters you accept before the consultation. Ask how your team should identify a New London caller, a caller elsewhere in Outagamie County, and a caller elsewhere in Waupaca County without treating the Census population estimate as a forecast of intake demand.
