Start with the firm’s actual workflow
Off-the-shelf legal software is designed for an average workflow. Your office may instead rely on particular intake questions, review steps, document requests, approvals or follow-up routines. A custom build should begin by mapping what happens now: who starts the task, what information is collected, where it is recorded, who acts next and what happens when the process stops. Bosseo says its team begins with discovery on the firm’s actual workflow and designs around the bottleneck rather than delivering a bloated platform.
Recommended approach
Choose one process that is repeated often enough to deserve attention, then describe it in plain language. A useful brief might be: a lead is entered more than once, staff cannot see the next assigned action, or clients ask for information the team must retrieve manually. Do not begin by commissioning every possible feature. Decide what the first tool must make clearer, faster or less repetitive.
