1. Start with the service area your team actually serves
World Golf Village CDP is recorded in St. Johns County, Florida. A firm may serve the CDP, other parts of the county, or a wider Florida market, but those are different geographic scopes. Intake Coach can support a review of whether staff distinguish the caller’s city, county, jurisdiction, and location relevant to the matter. That distinction matters when a caller identifies with World Golf Village but the legal issue concerns another place, court, accident location, residence, or opposing party. The Census record supplies context for defining the review; it does not tell you how many callers will contact the firm or which matters are viable.
Recommended approach
Before reviewing calls, document the locations your firm accepts, the locations it refers elsewhere, and the location facts an intake specialist must confirm. Ask whether the rubric should separately evaluate city and county handling rather than treating “local” as a sufficient answer.
