Set the service area before you judge intake performance
Shelbyville is a municipality in Shelby County, Indiana. A firm may serve people in the city, elsewhere in the county, or beyond it, but those are different geographic decisions. Intake reporting should therefore preserve the location attached to each inquiry rather than treating every caller as part of one undifferentiated market. Population can help confirm that Shelbyville is a meaningful place to include in the conversation, but it cannot tell you how many people will call, which practice areas they need, or how many matters will qualify.
Recommended approach
Decide whether the consultation will cover Shelbyville only, Shelby County, or a broader Indiana service area. Ask Bosseo how location information can be included in the review of call summaries, extracted facts, follow-up ownership, and reporting. Keep service-area rules separate from eligibility rules so a caller’s location does not become an unsupported assumption about case value or fit.
