1. Start with Caln’s actual service boundary
Caln is in Chester County, Pennsylvania. If your firm serves Caln alongside other communities, define that service area in the firm profile used for answering calls rather than allowing a caller’s location to determine what the firm can handle.
Recommended approach
Document the geographic questions your intake team needs answered: where the caller is located, whether the matter falls within the firm’s service area, and whether the caller is an existing client or a potential new client. Review those questions with Bosseo during the consultation before deciding how the answering path should classify and escalate calls.
