1. Define the Selma service area before defining the software
Selma is a municipality in Texas with recorded relationships to Bexar County, Comal County and Guadalupe County. A firm may serve people in Selma, one or more of those counties, the wider Texas market, or another defined area. A custom tool should not silently treat those geographies as interchangeable. Intake records, referral reporting, appointment routing and matter views may need separate fields for city, county and service area. The population estimate for Selma is useful as context for the municipality, but it cannot tell you how many prospective clients will contact your firm or which matters they need.
Recommended approach
Before discussing screens or automation, write down the geographic distinctions your staff uses today. Decide whether the proposed tool should record Selma city separately from Bexar, Comal and Guadalupe counties, and identify which reports need each field. Ask for a review of how geography is captured, edited and displayed so the build does not turn a local service area into one imprecise label.
