1. Map the Jennings intake boundary before changing the workflow
Your firm may serve Jennings, St. Louis County or a wider Missouri market. Those are different geographic scopes, and Automation should not blur them. Start by deciding which inquiries belong in the workflow: people located in Jennings, people seeking service in St. Louis County, or prospects within a broader service area. The Census identifies Jennings as a municipality in St. Louis County, but its population record cannot tell you how many people need a lawyer, which matter types they have, or how many inquiries your firm receives. Bosseo’s Automation page describes mapping where leads come from, who handles them, which system they should enter and what should happen next.
Recommended approach
Bring your actual service-area rules and matter categories to the review. Decide what should be captured, tagged and routed when a person identifies Jennings, another part of St. Louis County or a location outside your practice area. Keep location eligibility separate from legal qualification and from any later marketing measurement.
