1. Turn a Litchfield workflow into a buildable problem
The strongest custom-software brief is not a list of desired features. It is a precise description of work your team already performs. For a firm serving Litchfield and Montgomery County, that may involve the movement of an inquiry, document, task, or status update through several people. The local geography does not tell you which workflow is inefficient; your staff does. Bosseo’s public Custom Software page describes discovery around the firm’s actual workflow and examples such as client portals, intake tools, internal dashboards, and referral tracking. The useful first question is therefore: where does work stop, wait, or get re-entered?
Recommended approach
Bring one process to the consultation and describe its trigger, people involved, information handled, current handoffs, and desired result. Treat other ideas as later candidates rather than expanding the first brief into an undefined platform.
