Start with the workflow, not the software
Lincoln is recorded as a municipality in Logan County, with a 2020–2024 ACS 5-year population estimate of 13,281 and a margin of error of 265. That geographic fact does not establish demand, case volume or software need. It does establish the scope of the local context in which you should evaluate the process: the people, systems and handoffs serving your firm’s actual work in Lincoln and Logan County. Bosseo’s public Custom Software page describes a process that begins with the bottleneck rather than a requirements document. Examples include retyping consultation information, managing client status questions and routing new leads.
Recommended approach
Bring one sentence to the consultation: “Someone at the firm has to manually…” Then map who performs the task, which information they use, where the process stalls and what a successful result would look like. Do not approve a build until the problem is specific enough to test.
