1. Start with the workflow, not a feature list
Selma’s recorded county relationship is Johnston County, but a firm’s operating footprint may include matters and referrals beyond the town itself. That makes precise workflow definition more useful than assuming one local office has one standard process. Bosseo describes its custom work as beginning with the firm’s bottleneck and building around how the firm actually works. Potential candidates include a client status portal, an intake tool, an internal dashboard, a referral tracker or a connection between systems. The relevant question is whether the proposed tool serves the people who perform the work and the clients who rely on its output.
Recommended approach
Map one process from trigger to completion. Identify who receives the information, where it is entered, who checks it, what can be missed and what a successful handoff must accomplish. Ask Bosseo to reflect that process back before deciding that custom software is appropriate.
