1. Start with the geographic scope of your intake
Port Arthur is a municipality recorded in both Jefferson County and Orange County. Your intake design should therefore begin with the geographic scope your firm actually serves. A Port Arthur-only flow may need different routing from a flow intended for matters elsewhere in Jefferson County, Orange County or Texas.
Recommended approach
List the locations and matter types your firm accepts before writing questions. Decide whether location is an eligibility question, a routing question, or simply information for your team. Ask Bosseo to show how a completed inquiry would be identified by case type and delivered to the people responsible for the next step.
