1. Start with the firm’s actual workflow, not a feature list
Generic software often makes a firm adapt its process to the product. Bosseo’s Custom Software offering is intended for tools built around a firm’s workflow, including client portals, intake tools and internal dashboards. The useful starting point is therefore a sentence describing friction: staff re-enter information, a matter update is difficult to locate, an internal handoff depends on memory, or a report requires manual assembly. Those are possible discovery topics, not claims about your firm.
Recommended approach
Bring one recurring process to review. Identify who starts it, who touches it, where information changes hands, what must be visible, and what a successful result would look like. Keep the first scope narrow enough that the firm can decide whether a focused tool is preferable to an existing product.
