1. Start with the workflow, not the feature list
Bosseo’s public Custom Software page says the work begins with a firm describing a bottleneck in plain English. Its examples include a client status portal, a speed-to-lead tool and a referral fee tracker. That is a more useful starting point than selecting a generic feature package. Lincoln is recorded as a municipal-township in Berrien County, with a 2020–2024 ACS five-year population estimate of 14,898 and a margin of error of 25. That geographic fact does not establish legal demand or a software need. It does establish the geographic scope for your consultation: define which Lincoln office, staff, clients or service area the workflow actually covers rather than treating a township population as a forecast.
Recommended approach
Bring one process that staff can describe precisely: what starts it, who touches it, where information is entered, where it stalls and what must happen next. Ask Bosseo to distinguish a genuine software requirement from a process that would be better handled by configuration, training or an existing product.
