Start with the firm’s actual bottleneck
Bosseo’s public Custom Software page describes builds such as speed-to-lead tools, client status portals, referral fee trackers, document intake flows and internal dashboards. Those examples are useful categories, not a promise that every requested tool is appropriate. Begin with a sentence about work someone at the firm performs manually: re-entering intake information, answering repeated status questions or maintaining a referral record. Hinsdale is recorded as a municipality with a 2020–2024 ACS five-year population estimate of 17,175, and its recorded county relationships are Cook County and DuPage County. That geographic fact does not establish demand, case volume or software need. It does make it important to define whether the proposed workflow serves the Hinsdale office, clients across one county, clients across both counties or a broader Illinois practice.
Recommended approach
Bring one recurring process to the review. Describe who performs it, what starts it, which decisions follow and where the current process stalls. Do not begin by selecting features.
