1. Start with Hillsboro’s actual service boundary
Your firm may serve Hillsboro, the rest of Highland County or clients elsewhere in Ohio. Those are different geographic decisions. Review whether the caller should be asked about location, court, incident location, residence or another matter-specific fact. Decide which geographic details belong in the initial conversation and which should wait for attorney review.
Recommended approach
Bring your accepted locations, excluded locations and referral rules to a Bosseo consultation. Ask how those rules would appear in the firm profile and how a geographic mismatch would be classified for follow-up.
