1. Start with the workflow your Scarborough office actually follows
Bosseo’s custom software offer is built around the way a law firm works rather than around a generic legal SaaS workflow. Its public page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-intake flows, calculators and connections between existing systems as possible build categories. For a firm serving Scarborough and Cumberland County, the useful question is local to your operation: where does work enter, who handles it, and where does it stall? A town population estimate cannot answer that. Your staff can. Map the process from the first inquiry through the next internal action, and identify every manual handoff.
Recommended approach
Describe one recurring bottleneck in plain language before discussing a build. Record the people involved, the information they need, the systems they touch, the exception cases and the point at which a matter should move forward. Ask Bosseo to reflect that workflow back to you before approving scope.
