1. Start with the Meriden workflow, not a feature list
A law firm serving Meriden may handle work within the city while also serving clients elsewhere in Connecticut or within the South Central Connecticut Planning Region. That does not tell you which software process needs attention. Your own workflow does. Identify the handoff that causes the most re-entry, delay or uncertainty: a new inquiry moving from an inbox into intake, a referral being recorded in several places, a client asking for a case update, or staff assembling an internal report. Bosseo describes custom builds such as client portals, intake tools and internal dashboards. The service is therefore best evaluated against a defined operational problem rather than a request for an all-purpose platform.
Recommended approach
Write one sentence beginning with “Someone at the firm has to do this manually.” Bring the sentence, the people involved, the systems touched and the point at which the process can fail to the consultation.
