1. Start with the firm’s actual bottleneck
Bosseo’s public Custom Software page describes tools such as client portals, intake tools and internal dashboards, and frames the service around a firm describing a manual problem in plain English. That is useful for a Clarence firm because local identity alone does not tell you what should be built. A firm serving clients in Clarence and elsewhere in Erie County may have a different problem from another firm nearby: repeated intake entry, unclear matter status, referral tracking or an internal handoff that depends on memory. The relevant question is where work stalls and what information must move next.
Recommended approach
Bring one process to the consultation in observable terms: who starts it, what they enter, which system receives the information, where a review occurs and what happens when something is missing. Ask Bosseo to distinguish a genuine custom-software need from a process that can be handled through an existing product or a clearer procedure. Keep Clarence and Erie County as service-area context, not as evidence that a particular tool will create demand.
