1. Start with Madison-specific service boundaries
A local intake experience should reflect the geography your firm is authorized and prepared to serve. Madison is recorded in Madison County, Mississippi, but the city, the county and the broader state are not interchangeable audiences. A visitor identifying with Madison should not automatically be treated as a suitable matter merely because the inquiry came from a nearby place. Bosseo describes Video Intake as a guided survey that lives on a law firm’s website. Bosseo says the flow can be organized by case type and that completed inquiries can be delivered with answers attached. That gives you a basis for reviewing whether a Madison-focused path should ask where the matter occurred, where the visitor is located and whether your firm handles that type of matter in Madison County or elsewhere in Mississippi.
Recommended approach
Bring your actual service-area rules to the consultation. Decide which locations should be accepted, referred, or reviewed by a person before any calendar invitation or follow-up is sent.
