1. Set the geographic boundary before you design the intake
Cedartown is recorded as a city in Polk County, Georgia. That relationship matters when you decide what the intake should ask about location, service area and ownership. A Cedartown visitor is not automatically a Polk County matter, and a county relationship does not establish the firm’s permissible or desired service territory. Georgia court resources also distinguish among cities, counties, judicial circuits and court classes. Your intake should therefore avoid treating those terms as interchangeable. First decide whether the flow is for Cedartown residents, people with matters arising in Polk County, people seeking a Georgia attorney, or a defined combination. Then decide what happens when a visitor falls outside that boundary.
Recommended approach
Write the geographic rule in plain language before selecting questions. Review whether the flow should collect the visitor’s location, the incident location, the relevant court or jurisdiction, or only enough information for staff to determine ownership. Have Georgia counsel review advertising and intake language; Bosseo does not certify a campaign as compliant or provide legal advice.
