1. Put your Sherwood intake boundary in writing
A local service area needs a clear operational definition. Your firm may serve Sherwood and other parts of Washington County, but the AI should not guess which matters you accept from a caller’s location. The 2020–2024 ACS estimate identifies Sherwood city and its Washington County relationship; it does not identify practice-area demand or tell you which callers are qualified. Use your own firm profile to define accepted practice areas, consultation process, office information and the geographic questions your team wants answered. Bosseo’s public product description says the system can be configured with a firm’s practice areas, office locations, hours, parking and consultation process. That makes the consultation configuration a decision point, not a reason to assume every Sherwood caller is a fit.
Recommended approach
Prepare a concise intake boundary for Sherwood callers: matters you accept, matters you decline, locations you serve, practical office information and the point at which a staff member must review the inquiry. Ask Bosseo to show how those instructions appear in the caller experience and the resulting summary.
