1. Start with the bottleneck, not the software category
Bosseo describes custom software for law firms as tools built around the firm’s workflow. Its public examples include client portals, intake tools and internal dashboards, along with speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. For a firm serving White Rock, the relevant question is not how many people live in the CDP. The ACS estimate is eligibility context only; it cannot show demand, case volume or revenue. The useful question is which process repeatedly requires manual intervention for matters associated with White Rock and the firm’s wider Los Alamos County service area.
Recommended approach
Bring one recurring sentence to the consultation: “Someone at the firm has to manually…” Complete it with the actual task. Then identify who performs it, what information is entered, where the process stalls and what a finished outcome must look like. If the issue is already handled well by an existing product, a custom build may not be appropriate. If the problem crosses tools or depends on your firm’s specific sequence of work, it may justify further scoping.
