1. Set the geographic boundary before you design the flow
Aberdeen is a municipality in Brown County, South Dakota. Your intake should therefore begin with the geography your firm actually serves. Decide whether the flow is intended for Aberdeen, Brown County, a broader South Dakota service area or another defined combination.
Recommended approach
Bring your service-area definition to the consultation. Review whether location should be an early qualification question, a routing field or a later follow-up item. If your firm serves different areas for different practice types, consider separate paths rather than one generic location question.
