1. Start with the Walnut Park workflow, not a feature list
Walnut Park’s geographic identity matters when you define the scope of the practice you are reviewing: it is a CDP in Los Angeles County, not a county or metropolitan area. The population estimate is planning context only. It cannot tell you which legal tasks are common or how many prospective clients a firm receives. For Custom Software, begin with the firm’s actual operation instead. Write down where a matter, inquiry or document enters; who handles it; where information is re-entered; and which handoff causes delay or uncertainty. Bosseo says the process starts with a plain-English description of the bottleneck rather than a requirements document.
Recommended approach
Bring one sentence such as “our team re-enters consultation details” or “clients ask for status because the next step is unclear.” Ask Bosseo to translate that problem into a proposed workflow, while retaining the option that an off-the-shelf product is sufficient.
