1. Set the geographic and practice-area boundary before building the flow
Honeygo is recorded as a census-designated place in Baltimore County, Maryland. That relationship matters because a firm may serve Honeygo while also accepting matters from elsewhere in the county or from other locations. A Video Intake flow should not quietly treat the Honeygo CDP population as the firm’s prospect pool, and it should not use a place name as a substitute for eligibility rules. Start by deciding whether location is a screening question, a routing field, or simply information for the team’s review. Then identify the practice areas that deserve separate paths. Bosseo’s public product page says each practice area can have its own flow and that completed inquiries can be tagged by case type.
Recommended approach
Bring a written service-area rule and a list of practice areas to the consultation. Ask Bosseo to show how the proposed path distinguishes a Honeygo inquiry from a broader Baltimore County inquiry without implying that every resident is a prospective client.
