1. Start with the geography you actually serve
St. Matthews is a municipality in Jefferson County, Kentucky. Your service area may include St. Matthews and other parts of Jefferson County, but those boundaries should be explicit in your phone greeting, intake questions and reporting. A caller’s location can matter to routing, but it does not by itself establish whether the firm should accept the matter.
Recommended approach
Decide which location questions are necessary for screening. Review whether the caller’s county, incident location, court location or current residence affects fit for each practice area. In the consultation, ask how the firm currently distinguishes a local inquiry from a matter outside its service area.
