1. Start with Westport’s actual service boundary
The relevant geography should be defined before questions or routing are written. Westport is a municipal town in Bristol County, Massachusetts. If your firm serves Westport residents, people elsewhere in Bristol County, or a wider Massachusetts area, those are different intake decisions. A visitor’s location may affect whether the matter is in scope, but the town’s population cannot tell you how many people will use a video survey or what kind of legal help they seek.
Recommended approach
Write a service-area rule for each practice area. Decide whether the intake should accept Westport only, Bristol County, Massachusetts, or another boundary your firm actually serves. Treat location as one qualification question, not as evidence that a visitor has a viable matter. Source: Westport’s Census geography and population record.¹
