1. Start with the Lafayette workflow, not a generic feature list
A Lafayette firm serves people and organizations within a defined local setting, but geography alone does not identify the operational problem worth building around. Begin with a concrete sentence such as “staff re-enter consultation details” or “clients repeatedly ask for the next case step.” Then document who performs the work, which systems are touched, what information is created, and where a delay or mistake can occur. Bosseo describes custom software as being built around a firm’s workflow rather than forcing the firm into an off-the-shelf process. That makes workflow definition the first product decision.
Recommended approach
Bring one recurring manual process to the consultation. Ask Bosseo to map its current steps, identify the smallest useful tool and explain what would remain outside the proposed build. Do not approve a broad platform merely because it sounds flexible.
