Start with the bottleneck, not a feature list
The Bosseo custom software offering is designed around a firm’s workflow rather than an off-the-shelf product. The public examples include client status portals, intake tools and internal dashboards. That makes the first decision operational: identify the repeated task, delay or handoff that the software should change. That geographic relationship does not establish legal demand or a need for a particular application. It does make it sensible to ask whether staff handle county-specific routing, matter information or referral tracking that should be represented consistently in the tool.
Recommended approach
Bring one concrete sentence to the consultation: “Someone at the firm manually does this.” Map who performs the task, what information they use, where the work stops and what a successful outcome would look like. Do not approve a build until the proposed tool removes a defined bottleneck.
