1. Start with the Allegheny workflow, not a feature list
A firm serving Allegheny township and Westmoreland County may have processes that differ from the assumptions built into general legal software. The local geography does not tell you which process is inefficient; your staff can. Begin with one repeated task: a lead moving from an inbox to intake, a matter update reaching a client, a referral being recorded or information being entered into several systems. Bosseo’s public Custom Software page describes discovery around the firm’s actual workflow, followed by a scoped design and build. It also says a firm can describe the bottleneck in plain English rather than preparing a requirements document.
Recommended approach
Bring one process to the consultation and describe who handles it, where information originates, where it is copied, what can be missed and what a successful outcome would look like. Ask whether custom software is appropriate at all; buying an existing product may be the better decision when it already fits the problem.
