1. Make the geographic question precise
Greenville is recorded as a census-designated place in Westchester County, New York. A firm may serve Greenville alone, Westchester County more broadly, or another defined service area; those are different geographic questions. Review whether your intake records capture the person’s matter location, preferred service area and case type in a consistent way.
Recommended approach
Bring your actual service-area definitions to the consultation. Ask how the journey record and intake answers can be reviewed by the geographic fields your firm already uses, without expanding the scope beyond Greenville, Westchester County or New York as appropriate.
