Start with the workflow, not the feature list
Buckingham township is recorded in the 2020–2024 ACS 5-year data as a municipal-town in Bucks County, with an estimated population of 20,852 and a margin of error of 25. That figure describes the township’s population; it does not establish legal demand, lead volume, competition or revenue. For custom software, its practical relevance is geographic scope: when you review an intake or client-service process, be precise about whether it serves people in Buckingham township, the wider Bucks County market, Pennsylvania generally, or another defined service area. A tool that handles one local intake path may need different rules from a tool used across the firm.
Recommended approach
Bring one process that staff can describe in observable terms. Write down who starts it, what information enters, where it is stored, who may see it, what happens next, and where the process fails. Do not begin with a request for a dashboard or portal; begin with the work the tool must make more reliable.
