1. Start with Harvard-specific call boundaries
Harvard city is recorded in McHenry County, Illinois. That gives you a precise starting point for geographic intake rules, but it does not tell you how many callers you receive or which practice areas they need. Define whether your firm accepts matters from Harvard only, from McHenry County more broadly, or from additional Illinois locations. Then decide how a caller’s location should be recorded and reviewed. Bosseo’s public AI Answering description says the system captures case details and caller information, and can classify calls as Potential New Client, Current Client, or Other.
Recommended approach
Bring your accepted geographic scope to the consultation. Ask how the caller’s location, case type, and client status would appear in the transcript, summary, or classification. Keep Harvard, McHenry County, and any broader service area as distinct fields or review questions rather than treating them as interchangeable.
