1. Start with the Lowell workflow, not a feature list
A Lowell firm serving clients in Kent County may have a workflow that differs from the generic process assumed by off-the-shelf software. That does not automatically justify custom development. It does justify documenting the actual handoffs: who receives an inquiry, who reviews it, where information is entered, which person makes the next decision and what the client is told. Bosseo says its process begins with a firm describing a bottleneck in plain English, followed by design and build around the firm’s workflow. That approach is relevant when the problem is operationally specific rather than a request for a broad collection of features.
Recommended approach
Bring one recurring task to the consultation. Describe the current steps, the people responsible, the systems involved and the point at which work stalls. Ask whether custom software is appropriate or whether an existing product would address the problem more simply.
