1. Set the geographic boundary before building the flow
Your firm may serve Sparta, the rest of Kent County or a wider Michigan market. Those are different scopes, and a Video Intake path should not silently treat them as interchangeable. Start by deciding which locations your firm actually wants to evaluate. The intake can then ask for location when that information affects eligibility or routing.
Recommended approach
Review whether the intake should distinguish Sparta from other Kent County locations and from matters outside your service area. Document the response for each geographic category: continue to qualification, invite a consultation, request more information or close the inquiry. Keep the geographic question separate from legal eligibility so the firm does not reject a potentially suitable matter merely because the visitor describes a nearby community differently.
