1. Set the intake boundary around Bloomington and your actual service area
Use the geographic fact to make your intake boundary explicit instead of treating Bloomington as shorthand for every nearby community. Decide whether a visitor from Bloomington is in scope, whether your firm serves other parts of San Bernardino County, and whether location changes eligibility for a matter. Those decisions should appear in the questions or routing rules you review with Bosseo.
Recommended approach
Bring your service-area definition to the consultation. Review whether the intake should ask for location, use location as a qualification factor or leave it to staff review.
