1. Define the geographic responsibility before changing the phone path
Your stated service area is Anaconda-Deer Lodge County, with the recorded county relationship of Deer Lodge County, Montana. Those terms should remain distinct in your intake design. A caller may identify with Anaconda-Deer Lodge County, ask about service in Deer Lodge County, or provide a location that needs attorney review. Review which locations your firm accepts, which matters require a local connection, and which calls should go to a person immediately.
Recommended approach
Bring a written geographic and matter-acceptance policy to the consultation. Ask how the proposed answering path can capture the caller’s location without treating location alone as proof of eligibility. Decide which location questions belong in the first conversation and which require attorney follow-up.
