1. Start with the bottleneck your Cascade office can describe
Bosseo’s public Custom Software page frames the work around a practical problem: a firm describes the bottleneck and Bosseo builds the tool around that workflow. Examples on the page include speed-to-lead tools, client status portals, referral fee trackers, document intake flows and internal dashboards. Those examples are possibilities, not a recommendation for every firm in Cascade. The useful local question is where your Kent County practice handles work today. A process may involve a local office, remote staff, courts, clients or referral partners, but the township’s population record alone cannot tell you which process is costly or frequent. Identify the task from your own records.
Recommended approach
Bring one sentence to the consultation beginning with “someone at the firm has to manually…” Then identify who performs it, which system holds the information, what gets re-entered, what can go wrong and what a completed result must look like. If the task is already handled adequately by an off-the-shelf product, custom software may not be the right choice.
