1. Start with the geography your firm actually serves
Spring Valley Lake is recorded as a CDP in San Bernardino County. That relationship matters when you decide how callers should identify their location and how your team should distinguish a Spring Valley Lake inquiry from a broader San Bernardino County matter.
Recommended approach
Map your existing service area before configuring call handling. Decide whether the AI should ask for the caller’s city, county, incident location or another location detail, and identify which answers require attorney review. Review call origin, practice area, disposition and urgency over a defined period before selecting rules.
