1. Define the Leeds service area before choosing the intake path
Leeds is recorded as a municipality in Alabama, with relationships to Jefferson County, St. Clair County and Shelby County. Begin by documenting the locations and matter types the firm actually accepts. Then decide whether the intake should ask about location, route by practice area, or direct an inquiry for review rather than treating every visitor as equally suitable. Bosseo describes Video Intake as a website-based guided survey that can be built around practice areas and case types.
Recommended approach
Bring a written service-area policy to the consultation. Identify accepted jurisdictions, excluded locations, priority practices and the person who reviews an inquiry when location or fit is unclear.
