1. Start with the Huntley firm’s actual bottleneck
Huntley is a municipality in Illinois associated with Kane County and McHenry County. The 2020–2024 ACS 5-year estimate records 28,005 residents, with a margin of error of 210. Begin with the repeated action that consumes attention—such as re-entering information, checking a shared inbox or answering routine status questions—then trace who performs it and where the information goes.
Recommended approach
Bring one real workflow to the consultation. Describe the trigger, each handoff, the systems or files involved, the decision points and the point at which staff must intervene. Bosseo’s public Custom Software page says its team designs tools around a firm’s workflow and can build client portals, intake tools and internal dashboards. Ask whether the proposed tool removes a step without creating a new review burden.
