1. Use New Richmond and St. Croix County to define the call map
Your service area should be explicit before anyone designs an answering path. New Richmond is a city in St. Croix County, Wisconsin. If your firm serves clients beyond the city, decide which places belong in the firm profile and which caller questions require a human callback. Do not use the city’s population as a proxy for call volume or legal demand. Instead, review your own phone records by time, caller type, practice area and disposition.
Recommended approach
Bring a recent call report to the consultation if one is available. Mark calls that reached voicemail, arrived outside office hours, encountered a busy line or required a second callback. Those observations should determine whether AI is most useful as after-hours coverage, overflow protection or both.
