1. Start with the firm’s actual intake boundary
Somerset is a census-designated place in Somerset County. A firm may serve Somerset, other parts of Somerset County, or a wider New Jersey geography, but those are different service decisions. Video Intake should not be configured around population alone. Begin with the firm’s accepted matter types, service area, consultation rules and exclusions. A visitor should be able to understand whether the firm is an appropriate starting point before sharing sensitive details.
Recommended approach
Write a plain-language scope for each practice area: who the firm serves, which locations are considered, which matters are outside scope, and what the visitor should do when the firm is not the right fit. Review whether the flow should ask location early, and decide whether an out-of-area response should route to a person, provide a general instruction, or stop before unnecessary information is collected.
