1. Start with the geography your intake actually serves
Huber Heights is a city in Ohio associated with both Miami County and Montgomery County. Your service area may extend beyond Huber Heights, and your intake rules should reflect the places and matter types your firm actually accepts.
Recommended approach
Map your intake boundary before configuring response paths. Decide whether a caller from Huber Heights receives the same handling as a caller elsewhere in Montgomery County, Miami County or another Ohio location. Then document the locations, practice areas and matter exclusions that should appear in the firm profile used for answering and follow-up.
