1. Start with the process your Hamilton office actually repeats
A custom build should begin with a concrete task, not a broad request for “better technology.” Your team might re-enter consultation details, answer recurring status questions, route inquiries, track referrals or maintain an internal dashboard. Those are examples of possible review topics, not claims about your firm. Because Hamilton is a municipality in Marion County, you should first identify which workflows belong to the Hamilton office, which serve clients elsewhere in the county, and which are shared across a wider Alabama practice. That geographic distinction affects ownership, permissions and reporting.
Recommended approach
Bring one recurring process to the consultation. Describe who starts it, what information is collected, where it is copied, where it stalls and what a finished result looks like. Bosseo can then assess whether custom software is appropriate or whether an existing tool already fits the need.
