01Workflow and service-footprint reviewA structured review of the bottleneck, the people involved, the offices or service areas affected, and the distinction between Egypt Lake-Leto, Hillsborough County, Florida, and any broader territory your firm serves.
02Bounded custom-software scopeA proposed scope for one defined tool, including its intended users, core workflow, exclusions, dependencies, and measurable acceptance conditions. The scope should remain subject to review rather than imply that every requested feature is approved.
03Intake and access requirements mapA firm-specific record of intake paths, language requirements chosen by the firm, user roles, permissions, handoffs, and exception cases.
04Integration feasibility reviewA review of the systems the tool may need to connect with, the available API or other access method, the information to exchange, and fallback options if a proposed connection is not feasible.
05Reporting definitionA practical description of the decisions the tool should support, the underlying data sources, responsible users, and the checks needed to assess whether the output is accurate enough for its intended use.
06Prototype acceptance reviewA review point for a bounded working version against agreed acceptance conditions, with room to identify necessary refinements before treating the tool as ready for regular use.
07Hosting, maintenance, and onboarding discussionA product-specific discussion of managed hosting, maintenance responsibilities, staff onboarding, support expectations, and the firm’s review of access and information practices.