1. Start with the firm’s actual service boundary
Moosic is a municipality in Lackawanna County. That relationship matters when you define the intake’s location questions and routing logic. A visitor may be seeking counsel in Moosic, elsewhere in Lackawanna County or outside the firm’s service area. The intake should not treat a Moosic address, county relationship or website visit as proof that the firm can accept the matter. Instead, decide which locations require review, which should receive a courteous decline or referral response, and which should be sent to a particular owner or practice group.
Recommended approach
Bring your service-area rules to the consultation. Review whether the flow should ask where an incident, property, employer, court matter or opposing party is located, depending on the practice area.
