1. Set a Williamstown service boundary before writing questions
That geographic relationship matters because a visitor’s location may affect whether your firm can accept the matter, refer it, or send it to another office or provider. A video flow should not treat “Williamstown” as a proxy for eligibility. It should ask only the location questions that help your firm make a real intake decision, such as where the incident or legal issue occurred and where the prospective client is located, if those facts are relevant to the practice area. The flow should also distinguish a service area from an office location.
Recommended approach
Write a location rule for each practice area before selecting questions. Decide whether an Ingham County connection is sufficient, whether Michigan location is relevant, and when a response should be routed for human review rather than automatically screened out.
