1. Start with the firm’s actual bottleneck
Bosseo’s custom-software offering is built around the way a firm works rather than around a generic legal-software package. The public service description names client portals, intake tools and internal dashboards as examples, and also describes speed-to-lead tools, referral trackers, document-intake flows, calculators and connections between existing systems. For a Tecumseh firm, the municipality’s size and its relationship to Pottawatomie County are useful scope questions: decide whether the process belongs only to the Tecumseh office or serves matters and people across the county. Do not treat the population estimate as proof that a particular tool is needed.
Recommended approach
Bring one recurring manual task to the consultation. Describe who performs it, what starts it, what information is copied, where the work waits and what a satisfactory result would look like. A small, well-defined bottleneck is a better custom-software candidate than a broad request to replace every system.
