1. Start with the geography your firm actually serves
Huntsville is a municipality in Alabama. Those are geographic facts, not proof that every resident is a prospective client or that your firm serves every person in each county. Before configuring an intake path, define whether the firm accepts matters in Huntsville, elsewhere in Madison County, across the three listed counties, or in another service area. That boundary affects the opening language, location questions, routing decisions, and the way you interpret inquiries.
Recommended approach
Bring a written service-area map to the consultation. Separate locations where you accept cases from locations where you merely advertise or provide information. Ask whether the intake should identify city and county, refer an out-of-area inquiry for review, or stop before collecting unnecessary details.
