1. Start with the workflow, not the software category
The 2020–2024 ACS 5-year record identifies Shelby charter township as a municipal-town in Macomb County and estimates its population at 79,641, with a margin of error of 40. That is eligibility context, not evidence of legal demand, case volume or software need. Your decision should instead begin inside the firm: identify where staff re-enter information, check shared inboxes manually, answer repeated status questions or maintain side spreadsheets. Those are workflow observations you can test directly.
Recommended approach
Bring one concrete sentence to the consultation: “Someone at the firm has to manually…” Then document who performs the task, what information enters it, where that information goes next and what can go wrong. A small tool with a defined purpose may be easier to evaluate than a broad replacement system.
