1. Set the geographic boundary before writing intake questions
Westminster is a municipality in Colorado associated with Adams County and Jefferson County. Your intake should therefore ask for the information that determines whether a matter is within your service area rather than treating a Westminster address as automatic eligibility. If your firm serves only selected parts of Adams County, Jefferson County, Colorado or a wider metropolitan area, the intake path should reflect that distinction.
Recommended approach
During the review, map service territory by practice area. Decide whether location should be an early screening question, a routing field or a later attorney-review item. Keep Westminster, Adams County, Jefferson County and Colorado as separate geographic choices where that separation affects eligibility.
