1. Define the service area before you define the call flow
Herkimer and Herkimer County are not interchangeable geographic labels. Herkimer village is recorded as a municipality in Herkimer County, while your firm may serve clients from outside the village or limit certain matters to particular locations. A phone system should not imply that every caller from the county is a fit, and population cannot tell you how many people will call or what types of legal matters they may raise.
Recommended approach
Write a firm profile that states the locations you serve, the practice areas you accept, the matters you do not accept, and the practical questions the system may answer. Review whether a caller’s location belongs in qualification, escalation or callback notes. Keep the public geographic wording and the internal intake rules precise.
