Start with the process your Southgate office can describe
A custom build should begin with a recurring operational problem, not a preferred technology. Bosseo’s public Custom Software page describes tools such as client status portals, speed-to-lead tools, referral trackers, document-intake flows, internal dashboards, calculators and integrations between existing systems. Those examples are possibilities, not a statement that every firm needs them or that every requested connection is available. For a firm serving Southgate and Wayne County, document whether the same process applies across your service area or changes by matter type, office role or client stage. The local geography defines who the firm serves; it does not define the workflow.
Recommended approach
Bring one manual process to the consultation in plain language. Record who performs it, what starts it, what information is entered, where the work pauses and what a completed result looks like. Ask Bosseo to separate a genuine custom-software need from a task better handled by an existing product or process change.
