1. Start with the East Orange service boundary
A location-specific intake path should begin with a precise service boundary. East Orange is a municipality in Essex County, not a synonym for the whole county, the New York metropolitan area or New Jersey. If your firm serves East Orange along with other locations, the intake should distinguish location questions from case-type questions rather than treating every inquiry as interchangeable. Bosseo’s public Video Intake description says each practice area can have its own question path and that inquiries can be tagged by case type. That makes location handling a decision for your firm: determine whether East Orange is an accepted location, a referral boundary, or one part of a broader service area. Do not use the city’s population estimate as a forecast of prospective-client activity.
Recommended approach
Write down the locations your firm accepts, the locations it does not accept, and the person responsible for reviewing an out-of-area inquiry. During a consultation, ask how an East Orange visitor should be handled when the matter is otherwise a fit but the incident, opposing party or court is elsewhere.
