1. Start with the firm’s real workflow, not a software wish list
Gorham CDP is recorded in Cumberland County, Maine, with a 2020–2024 ACS five-year population estimate of 7,593 and a margin of error of 835. That is geographic and population context only; it does not establish legal demand, lead volume or revenue. For a firm serving Gorham, the useful question is narrower: which work must be handled consistently when a matter, referral or client interaction is associated with Gorham and the wider county service area? Bosseo describes discovery around the bottleneck rather than requiring the firm to arrive with a technical specification. That makes the first review operational: identify who performs the work, what information is entered, where it is copied and what happens when a step is missed.
Recommended approach
Bring one recurring manual task to the consultation. Describe the current sequence in plain language, including the people, systems, records and decisions involved. Ask whether the task is specific enough to scope and whether a configuration, process change or off-the-shelf tool would solve it without custom development.
