1. Start with the geographic question your firm actually needs answered
The dashboard page says firms can review case-type and city data, including which cities produce clients. For an Elon-serving practice, that makes geographic definition a decision point. Decide whether “Elon” means the town, a wider Alamance County service area, or another territory your firm intentionally serves. Do not treat the town’s population estimate as a forecast of matters. Instead, ask whether the dashboard can display the locations and service categories that matter to your intake policy, and whether those labels are consistent across calls, forms and matters.
Recommended approach
Bring your preferred geographic definitions to the review. Ask to see how a city or service-area label is assigned, what happens when a caller gives an unincorporated address, and whether county-level reporting is distinct from municipality-level reporting.
