1. Start with the Hanson office workflow, not a feature list
Hanson is a municipal town in Plymouth County, Massachusetts. The 2020–2024 ACS five-year population estimate for the town is 10,660, with a margin of error of 28. That geographic fact helps identify the firm’s service setting, but it does not establish legal demand, case volume or software requirements. Your actual workflow is the more useful starting point. Map how a new inquiry becomes a consultation, how a signed client becomes a matter, and where staff re-enter or verify information. Note which steps occur in the Hanson office, remotely or across more than one location if your firm has a broader service area.
Recommended approach
Bring one recurring bottleneck to a consultation. Describe who performs the work, what information is created, where it is stored, what must be reviewed by a person and what happens when a step is missed. Bosseo’s public Custom Software page says its process begins with a plain-English description of the bottleneck and a review of the firm’s actual workflow. Ask whether a small tool solves the problem or whether an existing product already fits.
