1. Start with the Frankfort service area, not a generic feature list
Because your firm serves Frankfort and Clinton County, begin by identifying which work actually crosses that geographic relationship. Separate the matters, referrals, consultations and client communications your firm handles from assumptions based only on the city’s population. The Census record describes Frankfort city as a municipality in Clinton County; it does not show search demand, competition, cases or revenue. That distinction matters when you decide what the software should track. A tool might need a matter’s county, office assignment, referral source or service area—but only if those fields support a real operational decision.
Recommended approach
Bring a current workflow example to the consultation. Identify the people who touch it, the records they need, the point at which work stalls and the decision the software should make visible. Ask Bosseo to confirm which geographic fields are necessary, which are optional and which should not be collected.
