1. Start with the Red Wing firm’s actual bottleneck
Red Wing city is recorded in Goodhue County, Minnesota, with a 2020–2024 ACS five-year population estimate of 16,758 and a margin of error of 32. That is geographic context, not evidence of legal demand, lead volume or software need. Your decision should instead begin inside the office. Identify the task that staff repeat, delay or perform in more than one place. A custom tool is easier to evaluate when the problem can be described plainly: a lead arrives in one location and must be routed elsewhere; a client asks for information that staff retrieve manually; or a referral record needs consistent updates.
Recommended approach
Bring one recurring workflow to the consultation. Describe who performs it, what starts it, which records are touched, where it stops and what a satisfactory result looks like. Keep the first scope narrow enough that the firm can tell whether the tool solved the stated problem.
