1. Start with the Troy workflow, not a feature list
Troy is a municipality in Lincoln County, Missouri, with a 2020–2024 ACS five-year population estimate of 13,947 and a margin of error of 32. That figure describes the city population only; it does not establish demand for legal services or prove that custom software is appropriate. It does establish a clear geographic boundary for the first conversation: identify which work your firm performs for people in Troy, Lincoln County and any other areas you serve, then examine where that work slows down. A useful starting point is a sentence such as “someone at the firm has to enter this information manually” or “clients call because the next step is not visible.”
Recommended approach
List one recurring bottleneck and document the current path from first contact to completed task. Note who touches the work, which information is entered, where a decision is made and what happens when the normal process fails. Do not begin by selecting features. Begin with the work your Troy-serving firm needs to control.
