1. Start with the firm’s actual workflow, not a feature list
Berlin is a municipal-town in Camden County, New Jersey, with a 2020–2024 ACS five-year population estimate of 5,963 and a margin of error of 24. That geographic fact helps identify the firm’s service area; it does not establish software demand, case volume or a need for a particular product. For your firm, the relevant evidence is operational: where a Berlin-facing inquiry enters, who reviews it, what gets copied, and where responsibility becomes unclear. Bosseo describes a discovery process based on the bottleneck in plain English rather than requiring you to arrive with a finished requirements document. That makes the first decision concrete: document one process from trigger to completion before discussing screens or automation.
Recommended approach
Bring one recurring manual task to the review. Record its starting event, each handoff, the systems involved, the decisions staff make and the point at which a matter is considered complete. Ask Bosseo to distinguish a custom-software problem from a training, policy or configuration problem.
