1. Start with the Fraser workflow, not a feature list
Fraser is a municipality in Macomb County with a 2020–2024 ACS 5-year population estimate of 14,583 and a margin of error of 41. That geographic fact helps define the firm’s service context; it does not establish demand, lead volume or a need for custom software. Your decision should begin with the work your team performs repeatedly: entering an inquiry, assigning a follow-up, collecting documents, updating a client or tracking a referral. Bosseo’s public Custom Software page describes builds around a firm’s workflow, including client portals, intake tools, internal dashboards and referral trackers.
Recommended approach
Bring one process that staff currently handle manually. Describe who touches it, where information is entered, what can be missed and what a completed transaction should contain. Do not begin by choosing a technology or requesting a large platform.
