1. Define the service area before you define the call flow
Plymouth is recorded as a municipality in Marshall County. If your firm serves Plymouth and surrounding parts of Marshall County, write that coverage into the firm profile used for answering and follow-up. Do not treat the city’s population as a forecast of calls or prospective clients. A local service area is a routing and qualification question: which callers are within scope, which matters require attorney review, and which inquiries should be redirected or declined?
Recommended approach
Bring a current list of service areas, practice areas, consultation rules and office details to the evaluation. Ask Bosseo how those details would shape the answering experience and the information included in each summary. Keep geographic eligibility separate from the later question of whether a matter is suitable for your firm.
