1. Start with the Haverhill workflow, not a product category
The Haverhill location matters because your firm serves a defined municipality in Essex County, Massachusetts; it does not tell you which internal process needs software. Begin with work your staff actually performs for matters, inquiries, referrals or client updates. Identify who starts the task, where information is entered, where it is re-entered and what happens when a step is missed. Bosseo describes Custom Software as a service for tools such as client portals, intake tools and internal dashboards. Its public page also says the engagement starts with mapping the bottleneck and designing around the firm’s actual workflow.
Recommended approach
Bring one recurring Haverhill-office process to the consultation. Describe the trigger, the people involved, the current systems and the failure point. Ask Bosseo to distinguish a custom build from a configuration change, a process change or an existing product that already solves the problem.
