1. Start with the bottleneck, not a feature list
The Census Bureau records Clarks Summit borough as a municipality in Lackawanna County, with a 2020–2024 ACS five-year population estimate of 5,073 and a margin of error of 27. That geographic fact describes the borough; it does not establish legal demand, case volume or software need. Your software decision should therefore begin with your firm’s own process: where work waits, where information is copied, and where responsibility becomes unclear. Bosseo’s public Custom Software page describes tools such as client portals, intake tools and internal dashboards, plus a workflow that starts with describing the bottleneck in plain English. A useful evaluation asks whether the proposed tool removes a repeated step rather than adding another place to log in.
Recommended approach
List three processes that someone at the firm handles manually. For each, record the trigger, the person responsible, the information used, the handoff and the acceptable result. Select the process with the clearest owner and the least ambiguity for initial scoping.
