1. Start with the Sheridan workflow, not a feature list
Your firm’s service area may extend beyond Sheridan, while the firm itself may operate in a municipality recorded in Arapahoe County. That distinction matters when you decide what the software must represent. A case, contact, referral or consultation should not be identified only by a city label. Before any build, describe the real sequence: who receives information, who reviews it, which decision follows, and where the record must go next. Bosseo says its custom work begins with discovery on the firm’s actual workflow and a scoped design and build. That makes the first conversation about the bottleneck rather than a generic catalog of legal-software features.
Recommended approach
Write down one process in plain language, such as “someone at the firm manually re-enters consultation information.” Ask Bosseo to play the process back, identify the required records and define what a successful completed handoff would look like. Treat Sheridan and Arapahoe County as data that may need precise definitions, not as proof of demand or a reason to add unnecessary local fields.
