1. Start with the workflow, not a feature list
Rock Falls is a municipality in Whiteside County with a 2020–2024 ACS 5-year population estimate of 8,587 and a margin of error of 305. That geographic fact does not establish legal demand, lead volume or the right software design. It does establish why your review should distinguish the office’s actual service footprint from the city itself. A firm may serve Rock Falls, other parts of Whiteside County and clients beyond the county, while its operational bottleneck may be entirely internal. Bosseo’s public Custom Software page frames the starting point as a problem described in plain English rather than a prewritten requirements document. That is useful when the first signal is practical: someone has to re-enter a consultation, answer repeated status questions or check a shared inbox before assigning work.
Recommended approach
Bring one process that staff can describe from beginning to end. Map who starts it, what information is collected, where it is entered, where it stalls and what a completed result looks like. Do not begin by asking for a portal, dashboard or integration. Ask whether the process is sufficiently consistent to define and whether software would remove work rather than add another login.
