Start with the workflow your Merrimack office actually follows
A custom build should begin with a process, not a feature list. A useful starting sentence is: “Someone at the firm has to manually…” The rest might describe retyping consultation details, checking a shared inbox, updating a referral spreadsheet or answering recurring status questions. The fact that the firm serves Merrimack does not tell you which problem matters most. The local fact that does matter is scope: Merrimack is a municipal town in Hillsborough County, so your review should distinguish work tied to this town from work involving other municipalities, counties or a broader New Hampshire practice.
Recommended approach
Map one process from its first input to its final handoff. Identify every person who touches it, every system that stores information, each decision point and the point where work waits. Ask whether a small tool would remove a repeated step or whether an existing product already fits. Bosseo states that its team can design and build around a firm’s workflow and show a working version early for feedback.
