1. Start with the firm’s actual bottleneck
Bosseo’s custom software page describes tools for problems such as client status questions, lead routing, referral tracking, document intake and internal dashboards. The relevant local fact is geographic scope: Pontiac is a city in Livingston County, not a synonym for every household, individual or legal matter in the county. A firm serving Pontiac and nearby communities should therefore define the users and matters included in the proposed workflow rather than treating the city population as a forecast of demand. Begin with one sentence describing the work someone at the firm does manually. Then record the people involved, the systems touched, the exceptions and the point where the process stalls.
Recommended approach
Bring one operational bottleneck to the consultation. Ask whether a small purpose-built tool would remove a real step, reduce duplicate entry or make responsibility clearer. If the process is not repeated, sufficiently understood or important to the firm, custom software may not be the right answer.
