1. Start with Ledyard’s actual service area
For your firm, the useful question is narrower: which callers in and around the area are within your intended service scope, and which inquiries should be accepted, referred, declined or routed to an existing client team?
Recommended approach
Before discussing configuration, write down the geographic boundaries your intake team uses for Ledyard matters and the exceptions that require attorney review. Then compare those boundaries with the firm profile used for answering calls.
