1. Start with the firm’s actual bottleneck
Bosseo’s public Custom Software page positions the service around a firm’s existing way of working rather than a generic legal SaaS workflow. Examples described there include client status portals, speed-to-lead tools, referral trackers, document intake flows and internal dashboards. For a firm serving Old Fig Garden, the local fact changes the scoping conversation by fixing the service geography: Old Fig Garden is a census-designated place in Fresno County, not a synonym for all of Fresno or for every household in the county. Your team should therefore identify which matters, inquiries or referrals are associated with this place and which processes are shared across your broader service area. Do not treat the place’s population estimate as proof that a custom build is needed.
Recommended approach
Bring one manual process to the consultation in plain language. Record who performs it, where information enters, where it is copied, what decision follows, and what happens when a step is missed. A useful candidate is a repeated office task, not a speculative local-market feature.
