Start with a Dover workflow, not a feature list
Dover is recorded as a municipality in Tuscarawas County, Ohio. The 2020–2024 ACS five-year estimate records 13,053 residents, with a margin of error of 31. That geographic fact helps define the place your firm serves; it does not establish demand for software, case volume or a business result. Your software decision should therefore come from the firm’s actual work. Look for a process that staff repeat, delay or re-enter. Examples described by Bosseo include intake tools, client status portals, referral trackers and internal dashboards. These are examples of possible build directions, not a promise that any particular tool is appropriate for your firm.
Recommended approach
Bring one sentence to the consultation that starts with “someone at the firm has to manually…” Then document the people involved, the systems touched, the points where information waits and the decision that should happen next. Keep the first discussion narrow enough to produce a testable scope.
