Start with the St. Joseph workflow, not a software category
St. Joseph is a municipality in Stearns County, Minnesota. For a law firm serving St. Joseph, the practical software question is narrower: which work must be handled across the firm’s actual service area, and where does the current process break down? A local practice may have a small internal team, several handoffs, or a service area that extends beyond the city. Those are workflow questions to document rather than assumptions to make.
Recommended approach
Bring one recurring task to the consultation. Describe who starts it, what information enters the process, where staff retype or wait, and what the next person needs. Bosseo says its custom work begins with the bottleneck rather than a requirements document, then designs and builds around the firm’s workflow.
