1. Set the geographic boundary before you design the intake
Your firm may serve Le Mars, Plymouth County or a broader Iowa territory. Those are different choices, and a visitor’s location can affect whether an inquiry belongs in your review queue. Use the consultation to decide whether location belongs in the opening questions, a later qualification step or a staff review. If your practice serves clients outside Le Mars, avoid making the intake appear narrower than your actual service area.
Recommended approach
Write a clear service-area rule for each practice path. Review how a Le Mars resident, a Plymouth County resident outside the city and an Iowa visitor elsewhere should be handled.
