1. Set the geographic boundary before designing the flow
The relevant local scope is Rockwall in Rockwall County, Texas. A Video Intake decision should therefore begin with the firm’s actual service boundary: Rockwall, other parts of Rockwall County, or a wider Texas area.
Recommended approach
Write the geographic rule into the intake review. Decide which locations are accepted, referred elsewhere or escalated for attorney review. Test whether location should be asked early or only after practice-area fit is established. Keep Rockwall and Rockwall County distinct in the firm’s internal reporting.
