1. Start with El Cerrito’s actual service boundary
Your first Video Intake decision should therefore be geographic and operational: which El Cerrito visitors can your firm serve, and which inquiries should be directed elsewhere?
Recommended approach
Define service-area and eligibility questions from your firm’s existing practice rules. Review whether an El Cerrito inquiry should be accepted, referred, held for review or declined, and make the decision path understandable before discussing automation.
