1. Set the geographic boundary before you design the intake
Your firm may serve Newark, the rest of Alameda County, or a broader California market. Those are different operating choices. Video Intake should therefore distinguish the location questions that matter to your practice from the geographic area you are willing to serve. A visitor may be in Newark, have a matter connected to Newark, or be seeking counsel elsewhere in California. Those circumstances should not be treated as interchangeable.
Recommended approach
Decide whether location is a qualification question, a routing question, an escalation trigger, or simply information for follow-up.
