1. Set the geographic boundary before you design the intake
That distinction matters when you decide how the intake should describe service territory. A page for a Verona firm should not silently treat the town, the county, the wider New York market and any metropolitan area as interchangeable.
Recommended approach
During consultation, define whether your firm accepts matters from Verona only, from Oneida County, or from a broader New York service area. Use those boundaries in the intake questions and in routing decisions. Keep geographic eligibility separate from legal eligibility: a visitor may be inside your service area and still fall outside your practice, conflict rules or current capacity.
