1. Turn Green Oak service coverage into a deliberate intake scope
Green Oak is recorded as a municipal-town in Livingston County, Michigan. That geographic relationship matters when you define the visitors the firm intends to serve. It does not establish which legal matters those visitors have or whether they will use video. Start with the firm’s actual practice areas and service boundaries. A visitor should be able to identify the matter type without being pushed into a path the firm does not handle. If the firm serves clients beyond Green Oak, decide whether geography belongs in the qualification path, routing rules or only the follow-up review. Do not use the township population as a proxy for demand.
Recommended approach
Bring your current practice-area list and service-area rules to the review. Ask Bosseo to show how each selected path would distinguish a Green Oak inquiry from an inquiry that needs another geographic or practice-area decision.
