1. Start with the bottleneck, not the application
Bosseo’s public Custom Software page gives examples such as client status portals, speed-to-lead tools, referral trackers and internal dashboards. Those examples are useful categories, not a promise that every firm needs each one. Begin with the task your team performs repeatedly: re-entering information, checking a shared inbox, answering status questions, assembling documents or maintaining a referral record. Then describe the current path in plain language. Who starts it? What information is captured? Where is it copied? What happens when a field is missing or a person is unavailable? Ira is a municipal-town in St. Clair County, so your service area may extend beyond the township. That geographic relationship can matter when you decide whether a proposed workflow is for Ira matters only, the wider county, or clients reached through other marketing channels.
Recommended approach
Bring one bottleneck to the review rather than a wish list of features. Ask Bosseo to show how the proposed tool would remove a step, preserve the information your firm needs and fit the geographic scope of the matters it serves.
