1. Start with the Norton workflow, not a feature list
Norton is a municipal town in Bristol County, Massachusetts. The 2020–2024 ACS 5-year population estimate for the town is 19,240, with a margin of error of 23. That figure describes the town’s population; it does not establish legal demand, lead volume or revenue. It does, however, make geographic precision useful when you describe the firm’s operating area and decide which workflows belong in scope. A tool for a firm serving Norton may need to distinguish the town from the wider county or from other places the firm serves. That distinction should be reflected in intake fields, ownership rules and reporting definitions rather than left to staff memory.
Recommended approach
Describe one process in plain language: what happens, who touches it, where it pauses and what gets entered more than once. Do not begin by choosing features. Decide whether the problem is local intake, case administration, referral tracking, client communication or another repeatable operation. Bosseo says its team can turn a firm’s bottleneck into a scoped tool and show a working version early for feedback.
