1. Start with the workflow your Clayton office actually follows
Clayton charter township is recorded in the 2020–2024 ACS 5-year data as a municipal-town in Genesee County, with a population estimate of 7,395 and a margin of error of 24. That geographic fact does not establish legal demand, lead volume or revenue. It does establish why scope should be geographic and operationally precise: your firm may work in Clayton, elsewhere in Genesee County or beyond, and the software should reflect the firm’s real service area rather than treat a place name as a product requirement. Begin with the task that staff perform repeatedly, where information changes hands or where a delay creates avoidable follow-up.
Recommended approach
Bring one concrete sentence to the consultation, such as “staff re-enter consultation information” or “clients ask for the same case update.” Bosseo’s public Custom Software page describes discovery around the firm’s workflow, followed by a scoped design and build. Ask which people, records and decisions are involved before discussing screens or features.
