1. Start with the Hillsborough workflow, not a feature list
A firm serving Hillsborough and Somerset County can begin with the actual path from inquiry to matter: who receives information, where it is recorded, who checks it, and where the process stalls. Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, referral trackers and other tools built around a firm’s workflow. The relevant question is not whether a tool sounds useful. It is whether the proposed build removes a defined manual step without creating another disconnected login or duplicate record. [source: census-place] [source: bosseo-products]
Recommended approach
Bring one recurring bottleneck to the consultation. Describe the current steps, the people responsible, the systems involved and the point at which work waits. Ask Bosseo to separate a necessary custom build from a process that an existing product already handles.
