Start with the Scituate workflow, not a generic feature list
Your firm’s location in Scituate and Plymouth County does not, by itself, tell you which software problem matters most. Your own workflow does. Bosseo’s Custom Software page describes tools built around a firm’s process rather than an off-the-shelf product, including client portals, intake tools and internal dashboards. It also describes beginning with the bottleneck in plain English instead of requiring you to arrive with a finished requirements document. For a Scituate practice, the first useful discussion is therefore operational: where does work stall, who touches it, and what information must be available at each stage?
Recommended approach
Bring one concrete sentence to the review, such as “someone at the firm has to update the same matter information in more than one place.” Treat that sentence as an investigation prompt, not a specification. Ask Bosseo to map the current steps, identify the proposed tool’s users and define what a successful result must demonstrate.
