1. Define the Midland intake boundary before reviewing calls
Those are different geographic references. Your firm may serve Midland, one or both counties, or another defined Michigan service area. Start by identifying which callers belong in the review set: Midland matters, county matters, other Michigan matters, referrals, existing clients or inquiries outside your practice scope. Bosseo describes call tagging by case type and extraction of jurisdictions, dates and other key facts. That makes geography a practical intake question: did the conversation establish where the matter arose, where a proceeding is pending or whether the firm can act?
Recommended approach
Write down your service-area and eligibility rules before the consultation. Ask to see how a call can be reviewed when the caller’s location, jurisdiction or deadline is unclear.
