1. Start with the firm’s actual workflow
Bosseo’s public Custom Software page says its process begins with the bottleneck and describes examples such as client status portals, speed-to-lead tools, referral trackers, document intake flows and internal dashboards. That makes workflow definition the first evaluation question. A Hattiesburg firm should map the work as it happens, not as a software vendor might describe it. Identify the person who receives information, the person who reviews it, the record that becomes authoritative and the point at which the task waits. The city is recorded as a municipality in Forrest County and Lamar County, but that geographic fact does not establish demand for a particular tool. It does make it useful to state the service area precisely when deciding which office, matter, referral or client records belong in scope.
Recommended approach
Bring one repetitive process to the consultation. Describe the trigger, each handoff, the information entered, the decision made and the final outcome. Keep unrelated improvements out of the first scope unless they are necessary to the same workflow.
