1. Define the service area before you automate routing
Spring Hill city is recorded in both Johnson County and Miami County. That county relationship matters when your firm separates service areas, office responsibilities or matter eligibility. It does not establish that every household or individual in either county is a prospective client. Begin by deciding how your intake identifies location and what the answer changes. A location field may inform assignment, eligibility review or a human escalation; it should not silently determine whether someone receives legal advice or is accepted as a client.
Recommended approach
Document the geographic questions your team actually uses. Review whether Spring Hill, Johnson County and Miami County should be separate values, and decide which answers create a task for a staff member rather than an automatic disposition.
