1. Start with the firm’s actual bottleneck
Bosseo describes custom software for tasks such as client portals, intake tools, internal dashboards and referral tracking. That makes the first decision operational: identify a repeated activity that staff perform manually and describe where it stalls. A firm serving Corinth should keep its geographic records precise. For software planning, its value is mainly boundary discipline: define which office, service area, people and records belong in the workflow instead of treating “local” as a software requirement.
Recommended approach
Bring one concrete process to the review. Describe who starts it, which systems or files they touch, where a handoff waits, and what a completed item looks like. Ask Bosseo to challenge the custom-build premise if a suitable existing product would solve the problem more simply.
