1. Start with the geography your firm actually serves
That relationship matters when you review attribution: a Bridgetown inquiry may be one part of a wider Hamilton County service area, while a county-level report may combine people from several communities. Instead, decide which geographic fields your intake team already captures and which geographic distinction is useful to your practice. A report that simply says “Ohio” may be too broad for local budget decisions; a report that claims more precision than the underlying record supports can be misleading.
Recommended approach
Define the service boundary first, then decide whether geography belongs in qualification, reporting or both.
