Start with the process your Long Hill office actually needs to change
A custom build should begin with a specific operational problem, not a general desire for new technology. Bosseo’s public Custom Software page gives examples such as speed-to-lead tools, client status portals, referral fee trackers, document intake flows and internal dashboards. Those examples are useful categories, not a promise that every proposed tool will be suitable for your firm. Write down who performs the work, which information enters the process, where it is re-entered, and what happens when a step is missed. A firm serving Long Hill may also need to define whether the proposed workflow is limited to Long Hill or covers matters elsewhere in the Greater Bridgeport Planning Region or Connecticut. Keep those geographic scopes separate in the requirements.
Recommended approach
Bring one manual process to the consultation in plain language. Ask Bosseo to turn it into a proposed workflow, identify exclusions and explain what evidence would show that the build solves the stated problem.
