1. Start with the Central Point workflow, not a software wish list
A location does not tell you which operational problem deserves a build. Your firm’s actual work does. Map one process from the first event to the final handoff: a prospective-client inquiry, a referral, a document request, a status update or an internal approval. Record who touches the information, where it is entered, where it is copied, which step waits for a person and what happens when the step is missed. Bosseo describes custom software for law firms as tools built around a firm’s workflow, including client portals, intake tools and internal dashboards. Its public page also describes beginning with the bottleneck in plain English rather than requiring you to write a requirements document.
Recommended approach
Bring one Central Point operating process to the consultation. Do not begin by selecting a feature list. Ask whether the problem is sufficiently repeated, costly or error-prone to justify custom work, and whether a configuration change or existing product would solve it more simply.
