Start with the process, not the platform
For a South Kensington firm, the useful local distinction is geographic scope: South Kensington CDP is recorded in Montgomery County. That matters when you define which office, team or service area the software is meant to support; it does not establish a particular case volume or technology need. A practical starting point is the sentence, “Someone at the firm has to manually…” followed by the task. Examples include retyping an inquiry, checking whether a document arrived, updating a client, or assigning a follow-up. The more specific the sentence, the easier it is to decide whether custom software is justified.
Recommended approach
Bring one recurring bottleneck to the consultation. Record who performs it, what information they need, where that information currently lives, what happens when the task is delayed and what a successful result would look like. Bosseo describes its approach as designing and building around the firm’s actual workflow rather than asking the firm to adopt a generic process.
