1. Start with the Egelston service area, not a generic software brief
Egelston township is recorded in Muskegon County, Michigan. A law firm serving Egelston may also serve clients outside the township, but the service geography should be stated precisely in the tool’s requirements. A client portal, intake form or reporting view should not quietly treat a municipal population estimate as a count of prospective clients. Define which matters, contacts and referral sources belong in the system, and which geography is used only for reporting or marketing context.
Recommended approach
Bring Bosseo a plain-English description of the process and the geographic fields your firm actually needs. Decide whether location is captured as a client residence, incident location, service area, referral market or another defined value. Keep each meaning separate so a report about Egelston township cannot be mistaken for a report about Muskegon County or all of Michigan.
