1. Start with the Clawson service footprint, not a generic software wish list
Clawson is a city in Oakland County, Michigan. The 2020–2024 ACS five-year estimate records 11,374 residents, with a margin of error of 19. That is geographic context, not proof of legal demand, case volume, competition or revenue. It does, however, give your firm a precise boundary for the first conversation: which work is tied to Clawson, which work comes from elsewhere in Oakland County, and which workflows serve a broader Michigan practice? A custom tool should reflect the firm’s actual operating footprint rather than assume that every matter follows the same path. Separate location, matter type and referral source in your review. If your firm handles work beyond Clawson, decide whether the proposed tool must support multiple service areas or simply record location as one field among many.
Recommended approach
Create a short workflow map that distinguishes Clawson matters from Oakland County matters and any wider Michigan work. Ask Bosseo whether that distinction belongs in the proposed data model, permissions or reporting rather than treating population as a forecast.
