Start with the bottleneck, not a feature list
The strongest custom-software brief usually begins with a task your staff repeats, not with a request for a large platform. Bosseo describes examples such as client status portals, speed-to-lead tools, referral trackers, document-intake flows, internal dashboards and connections between systems. For a firm serving McKees Rocks, define whether the tool is for people in the borough, a broader Allegheny County service area, or another geographic scope. That distinction affects the records, routing rules and reporting questions the firm should review. The local population estimate is context only; it does not tell you which workflow is costly or worth automating.
Recommended approach
Bring one specific manual process to the consultation. Describe who performs it, what information they enter, where the process stops, and what a successful result must show. Ask Bosseo to explain whether custom software is appropriate or whether an existing product is sufficient.
