1. Start with the firm’s actual bottleneck
Bosseo’s public custom-software page positions the service around problems such as repeated entry, status questions, referral tracking, document collection and lead routing. Those examples are relevant because a custom build should remove a specific operational obstacle rather than reproduce a generic legal platform. A Harris Hill firm should map the work across its Erie County practice operations without assuming that geography itself creates the need. Identify who receives information, who reviews it, where it is recorded, who can change it and what happens when an action is missed.
Recommended approach
Bring one process to the consultation in plain language—for example, “staff re-enters consultation information” or “the team cannot see the current matter stage.” Ask Bosseo to distinguish a custom-software problem from a configuration, training or process problem. Keep the first scope narrow enough that the firm can state what a successful result must do.
