1. Match the intake path to the work you actually accept
Bosseo describes CLIONT as a guided survey with a question path for each practice area. Its public page says the flow can be weighted toward the work a firm wants to grow and can screen for case type, urgency, and fit. That makes the first decision a practice decision: identify the matters your firm accepts, declines, or needs to review before scheduling. Columbiana city is recorded as a municipality in both Columbiana County and Mahoning County relationships. If your service area crosses those county lines, location should be treated as an intake question to review—not as proof that every visitor is eligible or that every matter belongs with your firm.
Recommended approach
Prepare a written acceptance map before discussing questions. Include practice area, service geography, matter type, urgency, and an ownership decision for each path. Ask Bosseo to show how those choices would appear in the proposed visitor experience.
