1. Start with Redland’s actual service boundary
Redland is recorded as a census-designated place in Montgomery County, Maryland. Your intake design should therefore begin with the people and matters your firm intends to serve, rather than treating the place estimate as a forecast. Decide whether Redland is one service area among several, which practice areas accept matters there, and which callers should be routed elsewhere. Bosseo’s public description says the system can classify calls as Potential New Client, Current Client or Other and tag conversations by case type.
Recommended approach
Bring your Redland service boundary, accepted practice areas and exclusions to the consultation. Ask how those decisions would appear in the greeting, classification and summary, and how the firm would review calls that do not fit a defined category.
