1. Start with the workflow, not the application
Generic legal software usually reflects an average workflow. Your firm may instead have a particular sequence for receiving an inquiry, checking conflicts, assigning follow-up, collecting documents, opening a matter and communicating status. Custom Software is intended for the gap between the process you actually use and the tool you currently have. Bosseo describes this service as building around the firm’s workflow, with examples including client portals, intake tools and internal dashboards.
Recommended approach
Bring one process that staff repeatedly perform by hand. Describe who touches it, where information is re-entered, what decisions are made and what the next person needs to know. Do not begin by requesting a large platform. Ask whether a small, bounded tool would solve the specific bottleneck.
