1. Start with a Hazelwood workflow, not a software category
The Census records Hazelwood as a municipality in St. Louis County. That tells you how to describe the local relationship accurately; it does not tell you which legal process deserves automation. For a firm serving Hazelwood, the relevant question is whether a recurring task is being handled consistently across the office, wherever staff and clients are located. Examples include copying an inquiry into more than one system, tracking referral obligations in a spreadsheet, or answering repeated requests for the same matter update. These are examples of problems to examine, not claims about your firm.
Recommended approach
Bring one specific process to the consultation. Describe who starts it, what information enters, where it is re-entered, who approves the next step, and what happens when someone is unavailable. Bosseo’s public Custom Software page says its team begins by mapping the bottleneck and designs around the firm’s actual workflow. Ask for the proposed workflow in plain language before discussing screens or optional features.
