1. Start with the Whitestown service boundary
Decide which geography your firm actually serves before writing routing rules or qualification questions. A Whitestown-focused flow may need a location question, while a Boone County practice may need a broader service-area review.
Recommended approach
Map the locations your firm accepts before choosing the intake path. Review whether location is a qualification factor, a routing field, or simply information for staff. Keep the wording precise: Whitestown, Boone County and Indiana should not be presented as the same service area.
