1. Start with the Richmond Heights jurisdiction question
A local caller may identify Richmond Heights, another Miami-Dade location or a place outside the firm’s service area. Bosseo’s published product information supports capturing case type, timeline and contact details, while Bosseo’s product approach specifically calls for local-jurisdiction capture. That makes geography an intake-control issue: the system should gather the location relevant to the matter rather than treat the caller’s community name as proof of venue, eligibility or legal fit. The Census record establishes Richmond Heights’ county relationship, but it does not determine where a case belongs or whether the firm accepts it.
Recommended approach
Decide which location questions the responsible attorney wants asked for each practice area. Review whether the call summary makes the location easy to see, and define the human review required before anyone gives legal guidance or accepts a matter.
