1. Set the Bay Point service boundary before writing questions
Bay Point is a CDP in Contra Costa County, not a separate county or a substitute for the firm’s full service area. That distinction matters when you decide whether Video Intake should serve visitors identifying Bay Point only, visitors from throughout Contra Costa County or people who meet another geographic eligibility rule. Start with the firm’s actual engagement boundaries and practice areas. Then decide whether location is a screening question, a routing field or simply information for later review.
Recommended approach
Write the geographic rule in plain language and test it with real intake staff before launch. If the firm serves Bay Point and other parts of Contra Costa County, keep location separate from legal fit. Review whether a visitor should be directed to a consultation, asked for more information or told that the firm may not handle the matter.
