Start with the bottleneck, not the application
A custom-software discussion is most useful when you can describe the manual action that keeps recurring. Examples include entering the same consultation details into multiple systems, routing a new inquiry from a shared inbox, maintaining a referral tracker, or answering routine questions about a matter’s status. These are examples of possible use cases, not claims about how your firm currently operates. Channahon is a municipality recorded across Grundy County and Will County. That geographic relationship does not establish a software need, but it does give your firm a practical reason to define which office, team or service area a proposed workflow concerns.
Recommended approach
Bring one concrete process to the consultation. Describe who starts it, what information enters the process, where it is copied or reviewed, and what should happen next. Bosseo’s public custom-software page says the discussion can begin with a plain-English description rather than a requirements document.
