Start with the firm’s real bottleneck
Bosseo describes custom software as a way to build around the way a firm works rather than force the firm into an off-the-shelf workflow. The public Custom Software page gives examples including client portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and connections between existing systems. For a Cameron practice serving work across Caldwell, Clinton and DeKalb counties, begin by identifying where staff spend time moving information or answering avoidable questions. The county relationship matters because your review may need to distinguish a municipal office workflow from matters and contacts associated with different counties. It does not justify assuming that one workflow serves every client or practice area.
Recommended approach
Bring one plainly stated problem to the consultation, such as “someone at the firm manually re-enters each consultation.” Record who performs the work, where the information begins, where it must go, what can go wrong and what a successful result must demonstrate.
