Start with the firm’s Eden Isle service area, not a generic feature list
Eden Isle is a CDP within St. Tammany Parish, not a synonym for the whole parish, the New Orleans metropolitan area or Louisiana. That distinction matters when you map intake, referral and client-service work. A firm serving Eden Isle may also serve people outside the CDP, but the software should reflect the firm’s actual geographic operating area rather than treating a population estimate as proof of a market opportunity. Begin by identifying which work is tied to an Eden Isle service request, which work belongs to the wider St. Tammany Parish practice, and which work is statewide or otherwise broader. Then examine where staff record that information and whether it affects routing, follow-up or reporting.
Recommended approach
Use the consultation to define the geographic fields the firm genuinely needs. Do not add Eden Isle-specific fields merely to make a system appear local. Keep the location relationship explicit in the workflow and decide which geographic information is operationally useful, legally appropriate and worth maintaining.
