1. Start with Wolfeboro’s actual service boundary
Those are different operating questions. Decide whether the system should identify Wolfeboro and Carroll County as location details, ask about another relevant location, or simply record the caller’s matter without treating geography as a qualification by itself.
Recommended approach
List the locations your firm serves, the locations that require attorney review, and any geographic limits that should be explained during a callback. Use the consultation to determine how those rules would appear in the caller summary.
