1. Start with the workflow, not the feature list
Bosseo’s public Custom Software page positions the service around a firm’s existing way of working rather than a generic product catalogue. It gives examples such as client status portals, speed-to-lead tools, referral trackers, document intake flows, internal dashboards and calculators. For a law firm serving Taunton and Bristol County, that distinction matters because the relevant process may involve more than one office routine, practice area or staff role. A local label alone does not define the requirement. Map the actual handoffs: who receives information, who reviews it, where it is entered, and what happens when a step is missed.
Recommended approach
Bring one recurring bottleneck to the consultation. Describe the current sequence in plain language, identify every person or system involved, and separate a genuine requirement from a preferred convenience. Ask Bosseo to show which parts call for custom software and which could remain in an existing tool.
