1. Start with the East Hills workflow, not a feature list
East Hills is a village in Nassau County, so a location-specific review should define whether the relevant users, matters and offices are actually within your intended East Hills service area. Do not treat the village population as a forecast for cases, leads or revenue. Instead, identify the work your firm performs for clients in East Hills and the surrounding Nassau County context, then separate that work from a general technology wish list. A useful starting sentence is: “Someone at the firm manually…” followed by the task that repeatedly causes delay or re-entry. The candidate may be a lead router, client status portal, referral tracker, document collection flow or internal dashboard. Those are examples of possible scopes, not promises about what your firm needs.
Recommended approach
Bring one recurring bottleneck to the consultation. Describe who performs it, what information they use, where the process stops and what a satisfactory result would look like. Ask Bosseo to explain whether custom software is appropriate or whether an existing product is enough.
