1. Start with the firm’s actual bottleneck
Custom software should begin with a task, not a feature list. Bosseo’s public description gives examples such as a speed-to-lead tool, client status portal, referral tracker, document-intake flow or internal dashboard. Those examples are useful categories, not a promise that every requested function is already defined for your firm. Describe what happens now: who receives the information, where it is entered, which step is repeated, and what happens when someone misses it. A Scottsboro practice may serve clients within the city and elsewhere in Jackson County, so the tool should reflect the firm’s real service area and workflow rather than treat a city name as a product requirement.
Recommended approach
Bring one sentence beginning with “Someone at the firm has to manually…” and expand it into a current-state map. Ask whether the problem is sufficiently frequent, costly or error-prone to justify custom work. If a standard product already solves the problem cleanly, include that as a possible alternative.
