1. Turn River Park and St. Lucie County into clear location questions
A caller may describe a matter as being in River Park, elsewhere in St. Lucie County or in another jurisdiction. Intake Coach is suited to coaching the representative on whether the relevant location was clarified and whether the matter fits the firm’s service area. The evidence identifies River Park CDP’s county relationship as St. Lucie County; it does not establish the firm’s permitted geography, court coverage or preferred service area. Those boundaries remain yours to define.
Recommended approach
Write the firm’s approved location questions and escalation rules before reviewing calls. Coach representatives to distinguish the city or community named by the caller from the county, court or jurisdiction that controls the matter. Treat any geographic conclusion as a firm decision requiring attorney review.
