1. Start with the Ozark workflow, not a feature list
A local label does not explain how your firm operates. Ozark is recorded as a municipality in Christian County, and the Census population estimate describes the city—not your firm’s clients, cases, or workload. For custom software, that distinction matters. A tool should respond to a process your team can describe, rather than to population size or a generic legal-industry checklist. Map one recurring task from its starting point to its handoff. Identify who enters information, where it is stored, who acts next, and what happens when no one responds. Bosseo describes its approach as building around the firm’s workflow and turning a plainly described bottleneck into software.
Recommended approach
Bring one process to the consultation in ordinary language. Examples are illustrative only: “staff re-enter the same inquiry in multiple places” or “a status request requires someone to search several records.” Ask whether custom software is appropriate, what the smallest useful scope would be, and which existing process should remain unchanged.
